PATHSTONE FAMILY OFFICE, LLC - ISHARES TR ownership

ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 42 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is 0.66 and the average weighting 0.1%.

Quarter-by-quarter ownership
PATHSTONE FAMILY OFFICE, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$322,310
+30.5%
681
+39.8%
0.00%
-50.0%
Q2 2023$246,994
+4839.9%
487
+1848.0%
0.00%
+300.0%
Q1 2020$5,000
-91.8%
25
-97.4%
0.00%
-98.6%
Q2 2013$61,0009550.07%
Other shareholders
ISHARES TR shareholders Q3 2013
NameSharesValueWeighting ↓
Legend Financial Advisors, Inc. 35,994$13,648,00011.06%
Advisors Preferred, LLC 123,378$46,586,0008.66%
Arlington Capital Management, Inc. 14,777$5,603,0007.64%
FIRST NATIONAL CORP /MA/ /ADV 60,081$22,782,0006.21%
360 Financial, Inc. 21,270$8,065,0004.79%
Cadent Capital Advisors, LLC 24,066$9,125,0004.49%
Portfolio Strategies, Inc. 54,984$20,849,0004.08%
AFFINITY WEALTH MANAGEMENT LLC 45,964$19,305,0004.07%
Northstar Advisory Group, LLC 12,699$4,815,0004.04%
SPC Financial, Inc. 65,112$24,689,0003.47%
View complete list of ISHARES TR shareholders