Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 334 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$2,000
-93.3%
46
-92.2%
0.00%
-100.0%
Q1 2022$30,000
+7.1%
592
+8.4%
0.01%0.0%
Q4 2021$28,0000.0%5460.0%0.01%0.0%
Q3 2021$28,0000.0%5460.0%0.01%0.0%
Q2 2021$28,000
-28.2%
546
-30.1%
0.01%
-44.4%
Q1 2021$39,0000.0%7810.0%0.01%
-10.0%
Q4 2020$39,0007810.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Gateway Advisory, LLC 945,549$47,646,00010.16%
Summit Wealth Group, LLC 134,789$6,792,0007.74%
Tempus Wealth Planning, LLC 274,575$13,836,0007.46%
Winthrop Advisory Group LLC 670,723$33,798,0006.79%
SUN LIFE FINANCIAL INC 3,422,000$172,435,0006.40%
Roble, Belko & Company, Inc 633,150$31,904,0005.99%
Snider Financial Group 270,936$13,652,0005.79%
Eagle Bay Advisors LLC 176,561$8,985,0005.73%
Bell Investment Advisors, Inc 404,641$20,390,0005.59%
Magnolia Wealth Management, LLC 107,931$5,439,0005.57%
View complete list of ISHARES TR shareholders