Pathstone Holdings, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 642 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Pathstone Holdings, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,362,465
+70.4%
12,330
+70.4%
0.01%
+50.0%
Q1 2024$799,646
+90.9%
7,234
+90.2%
0.00%
+100.0%
Q4 2023$418,9353,8040.00%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
IndexIQ Advisors LLC 247,920$27,333,0002.80%
ASSETMARK, INC 950,548$104,798,0002.48%
AMERICAN ASSET MANAGEMENT INC. 31,952$3,523,0002.43%
F-Squared Investment Management, LLC 636,096$70,130,0002.37%
SignalPoint Asset Management, LLC 26,608$2,934,0001.33%
WEDBUSH SECURITIES INC 46,724$5,151,0001.22%
Shamrock Asset Management LLC 26,507$2,922,0001.00%
Ifrah Financial Services, Inc. 22,481$2,479,0000.99%
Advisors Preferred, LLC 13,683$1,508,0000.83%
Transamerica Financial Advisors, Inc. 66,010$7,278,0000.79%
View complete list of ISHARES TR shareholders