Pathstone Holdings, LLC - ISHARES TR ownership

ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 111 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Pathstone Holdings, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,264,63127,1730.01%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Francis Financial, Inc. 326,312$15,186,5614.60%
Laurel Wealth Planning LLC 56,507$2,6301.83%
ROBINSON SMITH WEALTH ADVISORS LLC 25,715$1,196,7911.05%
Stewardship Advisors, LLC 53,590$2,494,0790.82%
Invera Wealth Advisors, LLC 12,825$602,1340.62%
Better Money Decisions, LLC 15,650$728,3610.55%
Shotwell Rutter Baer Inc 13,202$616,9290.55%
Private Wealth Management Group, LLC 24,662$1,147,7700.50%
Blue Barn Wealth, LLC 19,123$889,9840.50%
Omega Financial Group, LLC 16,349$760,9050.31%
View complete list of ISHARES TR shareholders