PATHSTONE FAMILY OFFICE, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 119 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.66 and the average weighting 0.1%.

Quarter-by-quarter ownership
PATHSTONE FAMILY OFFICE, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$25,000
+19.0%
1,0770.0%0.00%
-50.0%
Q3 2020$21,000
-8.7%
1,0770.0%0.00%
-33.3%
Q2 2020$23,000
+27.8%
1,0770.0%0.00%0.0%
Q1 2020$18,000
-94.4%
1,0770.0%0.00%
-25.0%
Q4 2019$324,000
+945.2%
1,0770.0%0.00%0.0%
Q3 2019$31,000
-83.9%
1,077
-82.8%
0.00%
-82.6%
Q2 2019$193,000
-2.5%
6,270
+0.0%
0.02%
-8.0%
Q1 2019$198,0000.0%6,268
+0.2%
0.02%
-69.9%
Q2 2017$198,000
-35.7%
6,257
-30.3%
0.08%
-51.2%
Q1 2017$308,000
-8.9%
8,982
-4.6%
0.17%
-20.9%
Q4 2016$338,0009,4120.22%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Sowa Financial Group, Inc. 183,574$5,392,0003.50%
AVALON CAPITAL MANAGEMENT 196,562$5,773,0003.24%
Family Firm, Inc. 299,627$9,765,0002.57%
Zeit Capital LLC 63,134$1,854,0001.58%
Windward Private Wealth Management Inc. 97,800$2,872,0001.17%
INTERACTIVE FINANCIAL ADVISORS, INC. 90,730$2,665,0001.16%
SENTINEL PENSION ADVISORS INC 51,514$1,513,0000.52%
Kesler, Norman & Wride, LLC 53,147$1,561,0000.37%
TELEMUS CAPITAL, LLC 148,159$4,351,0000.37%
M Financial Asset Management, Inc. 1,931$57,0000.28%
View complete list of ISHARES TR shareholders