Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 94 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$2,0000.0%620.0%0.00%
Q1 2022$2,0000.0%620.0%0.00%
Q4 2021$2,0000.0%620.0%0.00%
Q3 2021$2,000
-81.8%
62
-78.5%
0.00%
-100.0%
Q2 2021$11,000
-63.3%
289
-74.8%
0.00%
-85.7%
Q1 2020$30,000
-34.8%
1,148
-22.3%
0.01%
-17.6%
Q4 2019$46,000
+76.9%
1,478
+64.4%
0.02%
+41.7%
Q3 2019$26,000
+13.0%
899
+14.7%
0.01%
+20.0%
Q2 2019$23,000
+53.3%
784
+54.3%
0.01%
+25.0%
Q1 2019$15,000
+275.0%
508
+223.6%
0.01%
+166.7%
Q4 2018$4,0001570.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Shore Point Advisors, LLC 310,395$9,771,2247.07%
Meredith Wealth Planning 283,748$8,932,3836.64%
CGC Financial Services, LLC 280,806$8,839,7736.18%
Straight Path Wealth Management 186,332$5,865,7303.98%
Klaas Financial Asset Advisors, LLC 532,991$16,778,5573.80%
Armbruster Capital Management, Inc. 441,310$13,892,4263.51%
Tacita Capital Inc 113,675$3,578,4892.80%
Family Capital Trust Co 250,827$7,893,4762.79%
ATLAS CAPITAL ADVISORS LLC 400,870$12,619,4072.08%
MERCER GLOBAL ADVISORS INC /ADV 14,264,864$449,0581.70%
View complete list of ISHARES TR shareholders