PATHSTONE FAMILY OFFICE, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 634 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.73 and the average weighting 0.6%.

Quarter-by-quarter ownership
PATHSTONE FAMILY OFFICE, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,078,696
+392.4%
12,090
+424.7%
0.01%
+166.7%
Q2 2023$219,074
-89.9%
2,304
-8.9%
0.00%
-83.3%
Q4 2022$2,162,538
+375.3%
2,528
-44.0%
0.02%
+38.5%
Q3 2021$455,000
+285.6%
4,516
+210.2%
0.01%
+160.0%
Q4 2020$118,000
+57.3%
1,456
+137.5%
0.01%
-37.5%
Q3 2020$75,000
+2.7%
613
+0.5%
0.01%
-11.1%
Q2 2020$73,000
+19.7%
610
+0.3%
0.01%0.0%
Q1 2020$61,000
-93.7%
608
+0.7%
0.01%
-18.2%
Q4 2019$972,000
+980.0%
604
+0.5%
0.01%
-8.3%
Q3 2019$90,000
-24.4%
601
-24.7%
0.01%
-14.3%
Q2 2019$119,000
+0.8%
798
+0.3%
0.01%
-6.7%
Q1 2019$118,000
+51.3%
796
+34.0%
0.02%
-31.8%
Q4 2018$78,000
-21.2%
594
+0.5%
0.02%
-29.0%
Q3 2018$99,000
+3.1%
591
+0.3%
0.03%
-56.3%
Q2 2018$96,000
+7.9%
589
+0.3%
0.07%
+42.0%
Q1 2018$89,0005870.05%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 849,049$89,515,00016.08%
Portfolio Solutions, LLC 1,318,891$134,197,00015.64%
Johnson Midwest Financial, LLC 150,019$15,816,00015.56%
Palisades Hudson Asset Management, L.P. 308,210$32,495,00014.51%
PIERSHALE FINANCIAL GROUP, INC. 289,788$30,552,00012.03%
Barber Financial Group, Inc. 532,750$56,168,0007.64%
Probity Advisors, Inc. 277,937$29,303,0006.17%
Camarda Financial Advisors, LLC 89,480$9,434,0005.83%
SAX WEALTH ADVISORS, LLC 156,044$16,452,0005.64%
Sterling Financial Planning, Inc. 79,647$8,397,0005.45%
View complete list of ISHARES TR shareholders