PATHSTONE FAMILY OFFICE, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 264 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

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 2022
NameSharesValueWeighting ↓
Gunma Bank,Ltd. 220,000$6,426,00015.22%
Wilshire Advisors LLC 526,069$15,366,0006.87%
VIEWPOINT INVESTMENT PARTNERS CORP 279,200$8,546,0006.78%
SVB Investment Services Inc. 368,543$10,765,0006.68%
Morton Brown Family Wealth, LLC 295,740$8,638,0006.53%
COOPER/HAIMS ADVISORS, LLC 260,529$7,610,0004.96%
Lester Murray Antman dba SimplyRich 403,073$11,773,0004.12%
Oakwell Private Wealth Management, LLC 260,685$7,615,0003.83%
BIVIN & ASSOCIATES, INC. 128,639$3,758,0003.43%
Boston Standard Wealth Management, LLC 406,654$11,878,000,0003.40%
View complete list of ISHARES TR shareholders