Pathstone Holdings, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 647 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 12.66 and the average weighting 0.5%.

Quarter-by-quarter ownership
Pathstone Holdings, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$565,273
-10.4%
4,895
-10.1%
0.00%0.0%
Q1 2024$630,732
+83.9%
5,447
+86.0%
0.00%
+50.0%
Q4 2023$342,9712,9290.00%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Marks Wealth, LLC 153,509$18,320,00021.53%
Verdad Advisers, LP 180,000$21,481,00020.25%
Northstar Advisory Group, LLC 184,730$22,046,00016.37%
Tanglewood Wealth Management, Inc. 838,898$100,114,00013.50%
Alhambra Investment Management LLC 148,119$17,677,00012.79%
SFMG, LLC 762,205$90,962,00010.55%
Gould Capital, LLC 100,913$12,043,0009.69%
SNS Financial Group, LLC 588,951$70,285,0009.16%
Hilton Capital Management, LLC 610,210$72,822,0008.94%
PROFFITT & GOODSON INC 355,138$42,382,0008.66%
View complete list of ISHARES TR shareholders