Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 86 filers reported holding ISHARES TR in Q3 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$153,000
-16.4%
5,3000.0%0.03%
-6.1%
Q1 2022$183,000
-21.8%
5,300
-0.7%
0.03%
-15.4%
Q4 2021$234,000
-14.9%
5,336
-1.8%
0.04%
-20.4%
Q3 2021$275,000
-2.8%
5,4320.0%0.05%
-5.8%
Q2 2021$283,000
+3044.4%
5,432
+2804.8%
0.05%
+2500.0%
Q1 2021$9,000
+50.0%
187
+41.7%
0.00%0.0%
Q4 2020$6,000
-25.0%
132
-36.2%
0.00%
-33.3%
Q3 2020$8,000
-50.0%
207
-50.7%
0.00%
-50.0%
Q2 2020$16,0004200.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
CORA CAPITAL ADVISORS LLC 36,793$748,7380.50%
Wharton Business Group, LLC 283,364$5,7660.32%
Lodestone Wealth Management LLC 10,072$255,8400.18%
Laidlaw Wealth Management LLC 23,987$488,1350.16%
Wolf Group Capital Advisors 14,829$301,7700.14%
TCG Advisory Services, LLC 21,429$436,0870.07%
Consolidated Portfolio Review Corp 10,790$219,5700.05%
Visionary Wealth Advisors 26,173$532,6180.04%
Pallas Capital Advisors LLC 30,248$536,2970.03%
RiverFront Investment Group, LLC 41,046$8350.03%
View complete list of ISHARES TR shareholders