PATHSTONE FAMILY OFFICE, LLC - ISHARES TR ownership

ISHARES TR's ticker is TFLO and the CUSIP is 46434V860. A total of 444 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.3%.

Quarter-by-quarter ownership
PATHSTONE FAMILY OFFICE, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,289,202
+3.1%
25,408
+2.9%
0.01%
-47.4%
Q2 2023$1,250,941
-13.3%
24,688
-13.4%
0.02%
-17.4%
Q1 2023$1,442,018
-49.8%
28,504
-50.0%
0.02%
-4.2%
Q4 2022$2,873,77457,0080.02%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
ACUTE INVESTMENT ADVISORY, LLC 1,065,412$54,059,00532.47%
MOULTON WEALTH MANAGEMENT, INC 383,250$19,390,51828.55%
Steward Financial Group LLC 1,681,786$85,33327.13%
Rinkey Investments 769,786$39,058,92317.90%
MAGNOLIA CAPITAL ADVISORS LLC 648,840$32,922,12015.78%
American Planning Services, Inc. 428,332$21,733,54714.44%
Oxbow Advisors, LLC 1,712,181$86,876,04013.68%
Grant/GrossMendelsohn, LLC 579,764$29,417,24912.73%
LANDAAS & CO /WI /ADV 521,053$26,438,00011.47%
Northwest Quadrant Wealth Management, LLC 730,457$37,063,36110.40%
View complete list of ISHARES TR shareholders