PATHSTONE FAMILY OFFICE, LLC - ISHARES TR ownership

ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 410 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
PATHSTONE FAMILY OFFICE, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$232,453
-17.0%
3,2330.0%0.01%
-28.6%
Q1 2022$280,000
-10.0%
3,233
-3.3%
0.01%
-12.5%
Q4 2021$311,000
+11.9%
3,3430.0%0.01%0.0%
Q3 2021$278,000
+0.4%
3,3430.0%0.01%0.0%
Q2 2021$277,000
+8.6%
3,3430.0%0.01%
-11.1%
Q1 2021$255,000
+1316.7%
3,343
+1913.9%
0.01%
+350.0%
Q3 2019$18,0000.0%1660.0%0.00%0.0%
Q2 2019$18,000
-94.4%
166
-95.0%
0.00%
-98.9%
Q4 2017$324,0003,3020.18%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Dunhill Financial, LLC 273,893$22,667,36114.29%
Francis Financial, Inc. 136,183$11,086,6555.78%
HILL ISLAND FINANCIAL LLC 108,667$8,846,5863.52%
Laurel Wealth Planning LLC 43,394$3,5332.75%
First Affirmative Financial Network 32,032$2,607,7162.55%
Mascoma Wealth Management LLC 97,501$7,937,5232.48%
McClarren Financial Advisors, Inc. 30,938$2,5172.19%
Columbia Trust Co 01012016 41,375$3,368,3391.95%
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 44,218$3,599,7871.49%
Fingerlakes Wealth Management, Inc. 14,733$1,199,4391.47%
View complete list of ISHARES TR shareholders