Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 325 filers reported holding ISHARES TR in Q1 2022. 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 2023$268,415
-13.7%
10,580
-14.1%
0.05%
-19.0%
Q1 2023$311,200
-19.5%
12,315
-21.6%
0.06%
+21.2%
Q4 2022$386,744
-41.5%
15,715
-43.1%
0.05%
-67.7%
Q3 2022$661,000
-24.5%
27,638
-22.4%
0.16%
-9.6%
Q2 2022$876,000
-5.8%
35,596
+6.2%
0.18%
+7.2%
Q1 2022$930,000
-41.1%
33,503
-36.4%
0.17%
-36.6%
Q4 2021$1,578,000
+7.3%
52,649
+7.9%
0.26%
+0.4%
Q3 2021$1,470,000
+77.8%
48,812
+76.8%
0.26%
+72.8%
Q2 2021$827,000
+38.1%
27,615
+34.9%
0.15%
+10.2%
Q1 2021$599,00020,476
+409420.0%
0.14%
Q3 2019$050.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
ESL Trust Services, LLC 980,911$24,150,0008.35%
KRAEMATON INVESTMENT ADVISORS, INC 145,857$3,591,0004.16%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 497,988$12,260,0003.79%
CLIENT 1ST ADVISORY GROUP, LLC 257,106$6,330,0003.77%
Intelligence Driven Advisers, LLC 659,130$16,208,0003.18%
Lineweaver Wealth Advisors, LLC 384,422$9,464,0003.12%
Copperleaf Capital, LLC 124,450$3,064,0003.10%
Tri-Star Advisors Inc. 253,588$6,274,0003.03%
Insight Wealth Partners, LLC 150,895$3,715,0002.79%
Horst & Graben Wealth Management LLC 391,894$9,648,0002.62%
View complete list of ISHARES TR shareholders