PATHSTONE FAMILY OFFICE, LLC - ISHARES TR ownership

ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 205 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
PATHSTONE FAMILY OFFICE, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$204,000
+0.5%
3,2720.0%0.01%
-16.7%
Q3 2021$203,000
-1.0%
3,2720.0%0.01%0.0%
Q2 2021$205,000
+1.0%
3,2720.0%0.01%
-14.3%
Q1 2021$203,000
-1.5%
3,2720.0%0.01%
-12.5%
Q4 2020$206,0003,2720.01%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
NewFocus Financial Group, LLC 277,390$17,428,0005.13%
Towerpoint Wealth, LLC 116,937$7,347,0003.68%
MISSION WEALTH MANAGEMENT, LP 848,978$53,341,0003.34%
Epstein & White Financial LLC 147,045$9,238,0002.84%
PACIFIC CAPITAL WEALTH ADVISORS, INC 73,343$4,608,0002.62%
Miracle Mile Advisors, LLC 508,280$31,935,0001.96%
Blue Zone Wealth Advisors, LLC 62,653$3,936,0001.90%
Boltwood Capital Management 60,974$3,831,0001.86%
Omega Financial Group, LLC 53,689$3,373,0001.82%
Slow Capital, Inc. 114,464$7,192,0001.72%
View complete list of ISHARES TR shareholders