Patriot Financial Group Insurance Agency, LLC - ISHARES TR ownership

ISHARES TR's ticker is EUSB and the CUSIP is 46436E619. A total of 118 filers reported holding ISHARES TR in Q2 2022. 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 2024$661,950
-2.8%
15,557
-2.2%
0.10%
-10.2%
Q1 2024$681,211
-10.5%
15,905
-9.6%
0.11%
-25.0%
Q4 2023$761,203
-7.8%
17,596
-12.9%
0.14%
-15.8%
Q3 2023$825,346
-3.7%
20,204
+0.3%
0.17%
+5.6%
Q2 2023$857,317
-19.2%
20,134
-18.0%
0.16%
-24.7%
Q1 2023$1,061,225
-13.1%
24,548
-15.1%
0.22%
+31.1%
Q4 2022$1,220,551
-3.1%
28,923
-4.0%
0.16%
-46.6%
Q3 2022$1,260,000
-6.9%
30,114
-2.2%
0.31%
+11.6%
Q2 2022$1,354,000
-4.0%
30,777
+1.4%
0.28%
+9.6%
Q1 2022$1,411,000
-10.4%
30,349
-4.8%
0.25%
-4.2%
Q4 2021$1,575,000
+15.8%
31,867
+16.2%
0.26%
+8.7%
Q3 2021$1,360,000
+13.1%
27,427
+13.4%
0.24%
+9.5%
Q2 2021$1,202,000
+12.3%
24,190
+10.9%
0.22%
-10.2%
Q1 2021$1,070,000
+6.9%
21,815
+10.3%
0.24%
-2.4%
Q4 2020$1,001,00019,7710.25%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
IMPACTfolio, LLC 403,162$17,154,5439.61%
SEEDS INVESTOR LLC 377,347$16,056,1148.23%
Balanced Rock Investment Advisors LLC 212,108$9,025,2077.59%
TCWP LLC 7,133$303,5240.74%
SigFig Wealth Management, LLC 446,030$18,978,5300.71%
Shared Vision Wealth Group LLC 27,870$1,185,8750.69%
Leonard Rickey Investment Advisors P.L.L.C. 49,047$2,086,9380.50%
Financial Connections Group, Inc. 21,553$9170.48%
Horst & Graben Wealth Management LLC 49,884$2,122,5630.40%
Sandbox Financial Partners, LLC 22,347$950,8710.36%
View complete list of ISHARES TR shareholders