PATHSTONE FAMILY OFFICE, LLC - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 513 filers reported holding ISHARES TR in Q1 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
Q2 2021$4,114,000
+2.0%
42,614
+0.3%
0.12%
-9.6%
Q1 2021$4,034,000
+8.6%
42,507
+0.3%
0.14%
-11.1%
Q4 2020$3,716,000
+8.9%
42,3890.0%0.15%
-58.8%
Q3 2020$3,411,000
-0.2%
42,389
+0.6%
0.37%
-8.4%
Q2 2020$3,419,000
+14.0%
42,141
+0.6%
0.40%
-4.9%
Q1 2020$2,998,000
-92.7%
41,898
+0.7%
0.43%
-3.8%
Q4 2019$40,802,000
+945.9%
41,605
+0.4%
0.44%
-12.8%
Q3 2019$3,901,000
-14.3%
41,426
-14.0%
0.51%
-5.4%
Q2 2019$4,553,000
+1.7%
48,188
+0.4%
0.54%
-5.8%
Q1 2019$4,479,000
+11.0%
48,013
+0.4%
0.57%
-50.7%
Q4 2018$4,035,000
-6.4%
47,818
+0.4%
1.16%
-14.3%
Q3 2018$4,313,000
+47.1%
47,639
+0.4%
1.35%
-37.5%
Q2 2018$2,932,000
-26.6%
47,452
+0.4%
2.16%
-3.1%
Q1 2018$3,992,000
-0.9%
47,252
+0.8%
2.23%
-38.6%
Q3 2017$4,028,000
+3.8%
46,870
+0.4%
3.63%
+121.8%
Q2 2017$3,882,00046,6941.64%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Titus Wealth Management 159,714$13,493,000,00012.98%
Stratford Consulting, LLC 377,305$31,875,00012.14%
LBMC INVESTMENT ADVISORS, LLC 409,632$34,606,0005.99%
Gunma Bank,Ltd. 61,000$5,153,0005.69%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 212,277$17,933,0005.50%
Smart Money Group LLC 54,996$4,646,0004.72%
Divergent Wealth Advisors 145,255$12,271,0004.59%
Sanchez Wealth Management Group 54,578$4,524,0004.57%
Wharton Business Group, LLC 510,276$43,108,0004.46%
Keystone Financial Planning, Inc. 75,169$6,350,0003.54%
View complete list of ISHARES TR shareholders