PATHSTONE FAMILY OFFICE, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 643 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.3%.

Quarter-by-quarter ownership
PATHSTONE FAMILY OFFICE, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,812,809
+968.2%
38,937
+1009.0%
0.02%
+425.0%
Q2 2023$263,325
+7.9%
3,511
+2.9%
0.00%0.0%
Q1 2023$243,992
-47.7%
3,412
-50.0%
0.00%0.0%
Q4 2022$466,080
+8.4%
6,8240.0%0.00%0.0%
Q3 2022$430,024
+97.8%
6,824
+100.0%
0.00%
-20.0%
Q2 2022$217,447
+649.8%
3,412
+753.0%
0.01%
+400.0%
Q4 2020$29,000
+383.3%
400
+981.1%
0.00%
-93.8%
Q1 2014$6,0000.0%370.0%0.02%
+23.1%
Q4 2013$6,000
+20.0%
370.0%0.01%
-40.9%
Q3 2013$5,0000.0%370.0%0.02%
+266.7%
Q2 2013$5,000370.01%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,506$14,739,00012.84%
Capital Directions Investment Advisors, LLC 143,579$31,348,0009.85%
Broadview Financial Management, LLC 42,034$9,177,0009.06%
Pinnacle Family Advisors, LLC 63,881$13,947,0007.96%
Howard Capital Management Inc. 203,248$44,375,0005.60%
Monument Capital Management 34,181$7,280,0004.98%
Perkins Coie Trust Co 44,164$9,642,0004.79%
LVZ, Inc. 71,563$15,624,0004.24%
Capital Advisors, Ltd. LLC 58,064$12,677,0004.10%
Starfire Investment Advisers, Inc. 32,269$7,045,0003.67%
View complete list of ISHARES TR shareholders