PATHSTONE FAMILY OFFICE, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 502 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 5.55 and the average weighting 0.7%.

Quarter-by-quarter ownership
PATHSTONE FAMILY OFFICE, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$268,373
-25.2%
2,372
-21.1%
0.00%
-75.0%
Q2 2022$358,758
+53.3%
3,006
+66.7%
0.01%
+14.3%
Q3 2021$234,000
-12.7%
1,803
-12.5%
0.01%
-22.2%
Q1 2021$268,0002,0600.01%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Tanglewood Wealth Management, Inc. 1,752,238$198,283,30133.63%
Pacific Sage Partners, LLC 360,214$40,761,79912.26%
Johnson Financial Group, Inc. 1,226,546$138,795,9839.64%
Gould Capital, LLC 96,985$10,905,9638.81%
DDFG, Inc 207,233$23,450,4938.64%
Eley Financial Management, Inc 136,854$15,478,1877.88%
Bond & Devick Financial Network, Inc. 107,359$12,148,7447.81%
Parkside Advisors LLC 221,219$25,033,0887.78%
SNS Financial Group, LLC 497,777$56,328,4277.43%
Hilton Capital Management, LLC 473,308$53,559,5047.14%
View complete list of ISHARES TR shareholders