Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 126 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$117,000
-17.6%
3,3300.0%0.02%
-4.0%
Q1 2022$142,000
-5.3%
3,330
-1.2%
0.02%0.0%
Q4 2021$150,000
-1.3%
3,370
-3.4%
0.02%
-7.4%
Q3 2021$152,000
+1.3%
3,490
+0.6%
0.03%0.0%
Q2 2021$150,000
+476.9%
3,470
+402.2%
0.03%
+350.0%
Q1 2021$26,000
+333.3%
691
+354.6%
0.01%
+200.0%
Q4 2020$6,000
-25.0%
152
-36.1%
0.00%
-33.3%
Q3 2020$8,000
-46.7%
238
-50.3%
0.00%
-50.0%
Q2 2020$15,0004790.01%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
RETIREMENT CAPITAL STRATEGIES 69,963$2,823,0001.14%
Wharton Business Group, LLC 95,836$3,867,0000.32%
Wealthcare Advisory Partners LLC 62,550$2,524,0000.22%
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 9,500$383,0000.18%
Buffington Mohr McNeal 17,645$712,0000.17%
CX Institutional 31,900$1,287,0000.12%
Ellis Investment Partners, LLC 10,057$406,0000.12%
BAKER TILLY WEALTH MANAGEMENT, LLC 7,605$307,0000.10%
Crescent Grove Advisors, LLC 14,879$601,0000.08%
NAPLES GLOBAL ADVISORS, LLC 11,010$444,0000.08%
View complete list of ISHARES TR shareholders