Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 60 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$11,0000.0%228
+0.9%
0.00%0.0%
Q1 2022$11,000
-21.4%
226
-13.4%
0.00%0.0%
Q4 2021$14,0000.0%261
+0.4%
0.00%0.0%
Q3 2021$14,000
+180.0%
260
+205.9%
0.00%
+100.0%
Q2 2021$5,000850.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Stewardship Advisors, LLC 48,213$2,698,0001.35%
NICOLA WEALTH MANAGEMENT LTD. 120,000$6,671,0000.95%
LFA - Lugano Financial Advisors SA 10,000$551,0000.51%
FundX Investment Group, LLC 23,218$1,291,0000.50%
RETIREMENT CAPITAL STRATEGIES 9,818$549,0000.25%
Financial Architects, Inc 14,547$809,0000.18%
Watson Rebecca 5,402$300,0000.18%
JFG Wealth Management, LLC 3,116$173,218,0000.12%
Epstein & White Financial LLC 5,763$320,0000.11%
Vanguard Personalized Indexing Management, LLC 4,228$235,0000.07%
View complete list of ISHARES TR shareholders