PATHSTONE FAMILY OFFICE, LLC - ISHARES TR ownership

ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 174 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.2%.

Quarter-by-quarter ownership
PATHSTONE FAMILY OFFICE, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$347,120
-5.3%
15,5380.0%0.00%
-40.0%
Q2 2023$366,698
+8.5%
15,538
+0.5%
0.01%0.0%
Q1 2023$337,819
-51.5%
15,468
-49.7%
0.01%
-16.7%
Q4 2022$697,088
+41.7%
30,722
+30.9%
0.01%
+50.0%
Q3 2022$492,000
+56.7%
23,466
+100.0%
0.00%
-42.9%
Q2 2022$314,000
-15.8%
11,733
+2.7%
0.01%
-22.2%
Q1 2022$373,000
-5.1%
11,427
+0.5%
0.01%
-10.0%
Q4 2021$393,000
-0.8%
11,375
+4.1%
0.01%
-16.7%
Q3 2021$396,000
-55.5%
10,932
-54.3%
0.01%
-55.6%
Q2 2021$889,000
+6.9%
23,942
+1.5%
0.03%
-3.6%
Q1 2021$832,000
+15.7%
23,597
+4.5%
0.03%
-6.7%
Q4 2020$719,000
+114.6%
22,578
+73.5%
0.03%
-16.7%
Q3 2020$335,000
-34.2%
13,010
-36.6%
0.04%
-40.0%
Q2 2020$509,000
+32.9%
20,5100.0%0.06%
+11.1%
Q1 2020$383,00020,5100.05%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Advocacy Wealth Management Services, LLC 460,547$21,572,0008.63%
Flaharty Asset Management, LLC 179,097$8,410,0004.32%
INTERACTIVE FINANCIAL ADVISORS, INC. 144,134$6,751,0003.08%
CEDAR HILL ASSOCIATES, LLC 342,656$16,050,0002.77%
Parkside Investments, LLC 99,961$4,682,0002.70%
S. R. Schill & Associates 59,585$2,791,0001.67%
ALETHEA CAPITAL MANAGEMENT, LLC 29,110$1,364,0001.60%
First Capital Advisors Group, LLC. 49,662$2,326,0001.60%
Gainplan LLC 52,839$2,475,0001.28%
Ausdal Financial Partners, Inc. 60,314$2,825,0001.12%
View complete list of ISHARES TR shareholders