Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is DIVB and the CUSIP is 46435U861. A total of 27 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$35,000
-12.5%
955
+0.4%
0.01%0.0%
Q1 2022$40,0000.0%951
+0.4%
0.01%0.0%
Q4 2021$40,000
+8.1%
947
+0.5%
0.01%0.0%
Q3 2021$37,0000.0%942
+0.3%
0.01%0.0%
Q2 2021$37,000
+5.7%
939
+0.4%
0.01%
-12.5%
Q1 2021$35,000
+12.9%
935
+0.4%
0.01%0.0%
Q4 2020$31,000
+14.8%
931
+0.6%
0.01%
-11.1%
Q3 2020$27,000
+8.0%
925
+0.5%
0.01%
-10.0%
Q2 2020$25,000
+19.0%
920
+1.0%
0.01%0.0%
Q1 2020$21,000
-25.0%
9110.0%0.01%
-9.1%
Q4 2019$28,000
+12.0%
911
+1.1%
0.01%0.0%
Q3 2019$25,0000.0%9010.0%0.01%0.0%
Q2 2019$25,000
+4.2%
9010.0%0.01%
-8.3%
Q1 2019$24,000
+14.3%
9010.0%0.01%
-14.3%
Q4 2018$21,000
-16.0%
9010.0%0.01%
-6.7%
Q3 2018$25,000
+8.7%
901
+0.1%
0.02%
-40.0%
Q2 2018$23,0009000.02%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 192,866$6,995,0003.92%
ROOSEVELT INVESTMENT GROUP LLC 755,007$27,384,0001.97%
SFMG, LLC 419,895$15,230,0001.77%
Kellett Wealth Advisors, LLC 24,887$903,0001.17%
Cedar Mountain Advisors, LLC 82,689$2,999,0001.03%
Provident Wealth Management, LLC 42,096$1,527,0000.97%
Townsend & Associates, Inc 41,680$1,533,0000.71%
MBL Wealth, LLC 69,289$2,5130.63%
Claraphi Advisory Network, LLC 27,048$981,0000.34%
TANDEM CAPITAL MANAGEMENT CORP /ADV 7,485$271,0000.22%
View complete list of ISHARES TR shareholders