Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 84 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

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 Q1 2022
NameSharesValueWeighting ↓
RETIREMENT CAPITAL STRATEGIES 79,806$3,496,0001.28%
STRATEGIC WEALTH MANAGEMENT INC 43,546$1,908,0000.94%
Sharkey, Howes & Javer 62,112$2,721,0000.62%
Congress Park Capital LLC 17,437$764,0000.38%
Wharton Business Group, LLC 138,135$6,052,0000.37%
Wolf Group Capital Advisors 50,415$2,209,0000.36%
TCG Advisory Services, LLC 35,319$1,547,0000.36%
Wealthcare Advisory Partners LLC 130,907$5,735,0000.34%
WILLNER & HELLER, LLC 4,132$210,0000.28%
S.C. Financial Services, Inc. 5,947$225,0000.26%
View complete list of ISHARES TR shareholders