Pathstone Holdings, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 260 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Pathstone Holdings, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$8,083,530
+10.3%
168,688
+9.6%
0.04%
+5.9%
Q1 2024$7,326,957
-6.9%
153,863
-8.0%
0.03%
-19.0%
Q4 2023$7,870,524167,2800.04%
Other shareholders
ISHARES TR shareholders Q1 2024
NameSharesValueWeighting ↓
STEEL GROVE CAPITAL ADVISORS, LLC 296,006$12,329,0003.06%
Polaris Wealth Advisory Group, LLC 288,015$11,996,0002.81%
QS Investors, LLC 1,289,493$53,707,0001.62%
NewSquare Capital LLC 94,525$3,937,0001.58%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 30,837$1,284,0000.50%
Camelot Portfolios, LLC 15,012$625,0000.42%
Lattice Strategies LLC 18,918$788,0000.40%
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 308,040$12,830,0000.36%
BAILARD, INC. 52,200$2,174,0000.34%
Kistler-Tiffany Companies, LLC 10,825$451,0000.34%
View complete list of ISHARES TR shareholders