Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 100 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$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 Q4 2021
NameSharesValueWeighting ↓
RETIREMENT CAPITAL STRATEGIES 92,174$4,234,0001.72%
STRATEGIC WEALTH MANAGEMENT INC 45,501$2,090,0001.28%
Outlook Wealth Advisors, LLC 15,613$717,0000.26%
TCG Advisory Services, LLC 12,838$500,0000.23%
Wealthcare Advisory Partners LLC 55,097$2,531,0000.22%
Archer Investment Corp 7,000$321,580,0000.15%
BAKER TILLY WEALTH MANAGEMENT, LLC 6,198$285,0000.09%
Tolleson Wealth Management, Inc. 5,334$245,0000.08%
Wharton Business Group, LLC 21,110$970,0000.08%
NAPLES GLOBAL ADVISORS, LLC 6,415$295,0000.05%
View complete list of ISHARES TR shareholders