PATHSTONE FAMILY OFFICE, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 558 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.49 and the average weighting 0.4%.

Quarter-by-quarter ownership
PATHSTONE FAMILY OFFICE, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$309,728
-14.0%
6,386
+0.1%
0.00%
-60.0%
Q2 2023$360,272
+4.6%
6,3810.0%0.01%
-16.7%
Q1 2023$344,447
-49.7%
6,381
-55.4%
0.01%0.0%
Q4 2022$685,282
+4.1%
14,308
+2.6%
0.01%0.0%
Q3 2022$658,033
+87.1%
13,948
+100.0%
0.01%
-25.0%
Q2 2022$351,768
+31.3%
6,974
+71.7%
0.01%
+14.3%
Q4 2021$268,000
+5.1%
4,0620.0%0.01%0.0%
Q3 2021$255,000
+4.5%
4,062
+500.0%
0.01%0.0%
Q2 2021$244,000
+8.9%
6770.0%0.01%
-12.5%
Q1 2021$224,000
+0.9%
677
-0.1%
0.01%
-11.1%
Q4 2020$222,000
+9.4%
6780.0%0.01%
-59.1%
Q3 2020$203,000
+331.9%
678
+283.1%
0.02%
+266.7%
Q2 2020$47,000
+17.5%
1770.0%0.01%0.0%
Q1 2020$40,000
-65.5%
177
-88.1%
0.01%
-95.6%
Q2 2013$116,0001,4820.14%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
NIEMANN CAPITAL MANAGEMENT INC 35,928$8,220,0005.50%
MinichMacGregor Wealth Management, LLC 30,934$7,148,0005.37%
CUMBERLAND ADVISORS INC 64,084$14,837,0005.14%
LUCAS CAPITAL MANAGEMENT 17,762$4,112,0004.86%
STRINGER ASSET MANAGEMENT, LLC 18,718$4,334,0004.37%
Concorde Asset Management, LLC 26,879$6,223,0004.02%
SPC Financial, Inc. 78,363$18,143,0003.88%
Q3 Asset Management 95,921$1,265,0003.41%
BANK HAPOALIM BM 61,052$14,135,0003.39%
SWARTHMORE GROUP INC 3,050$706,0003.03%
View complete list of ISHARES TR shareholders