PATHSTONE FAMILY OFFICE, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 202 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
PATHSTONE FAMILY OFFICE, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,355,409
-19.3%
64,025
-12.4%
0.01%
-60.0%
Q2 2023$1,679,659
+0.2%
73,124
-0.0%
0.02%
-7.4%
Q1 2023$1,676,780
-65.8%
73,126
-63.5%
0.03%
-35.7%
Q4 2022$4,896,504
+5.3%
200,444
-8.3%
0.04%0.0%
Q3 2022$4,650,237
+87.7%
218,640
+113.4%
0.04%
-23.6%
Q2 2022$2,477,198
+232.5%
102,448
+301.6%
0.06%
+223.5%
Q1 2022$745,000
-4.2%
25,512
+0.5%
0.02%
-10.5%
Q4 2021$778,000
+19350.0%
25,395
+16830.0%
0.02%
Q4 2020$4,000
+33.3%
1500.0%0.00%
Q3 2020$3,0000.0%1500.0%0.00%
Q2 2020$3,0000.0%1500.0%0.00%
Q1 2020$3,0001500.00%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
VIEWPOINT INVESTMENT PARTNERS CORP 318,700$8,736,0005.09%
SVB Investment Services Inc. 262,391$7,192,0004.80%
CAHABA WEALTH MANAGEMENT, INC. 1,045,691$28,662,0004.22%
Lester Murray Antman dba SimplyRich 390,478$10,703,0003.89%
Oakwell Private Wealth Management, LLC 237,958$6,522,0003.52%
Gunma Bank,Ltd. 230,000$6,304,0003.49%
Boston Standard Wealth Management, LLC 407,658$11,174,000,0003.34%
Klaas Financial Asset Advisors, LLC 468,351$12,838,0003.13%
GP Brinson Investments LLC 135,241$3,707,0002.81%
Wiser Wealth Management, Inc 188,005$5,153,0002.75%
View complete list of ISHARES TR shareholders