PATHSTONE FAMILY OFFICE, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 510 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.20 and the average weighting 0.9%.

Quarter-by-quarter ownership
PATHSTONE FAMILY OFFICE, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$524,000
+44.4%
19,732
+44.3%
0.02%
+36.4%
Q2 2021$363,000
+3530.0%
13,672
+3729.7%
0.01%
Q4 2020$10,0000.0%3570.0%0.00%
-100.0%
Q3 2020$10,0000.0%3570.0%0.00%0.0%
Q2 2020$10,0000.0%3570.0%0.00%0.0%
Q1 2020$10,0000.0%3570.0%0.00%0.0%
Q3 2019$10,000
+11.1%
3570.0%0.00%0.0%
Q2 2019$9,000
-96.6%
357
-96.6%
0.00%
-97.0%
Q1 2019$263,000
+292.5%
10,412
+285.1%
0.03%
+73.7%
Q4 2018$67,0002,7040.02%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,610,117$89,134,0009.03%
PARK AVENUE SECURITIES LLC 1,152,200$28,459,0006.31%
Relative Value Partners Group, LLC 1,206,594$29,791,0003.30%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 17,407,995$429,803,0003.28%
SUNTRUST BANKS INC 21,085,683$520,605,0002.91%
CADINHA & CO LLC 554,998$13,703,0002.76%
Lenox Wealth Management, Inc. 275,512$6,802,0002.19%
LVZ, Inc. 308,724$7,622,0002.07%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 410,617$10,138,0001.78%
Allegis Investment Advisors, LLC 229,454$5,665,0001.74%
View complete list of ISHARES TR shareholders