Pathstone Holdings, LLC - ISHARES TR ownership

ISHARES TR's ticker is USXF and the CUSIP is 46436E767. A total of 206 filers reported holding ISHARES TR in Q2 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$2,863,45961,4740.01%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Financial Connections Group, Inc. 126,746$4,5562.99%
Trevian Wealth Management LLC 7,336$2642.11%
Walkner Condon Financial Advisors LLC 96,099$3,454,0240.91%
One Wealth Advisors, LLC 120,406$4,328,5960.91%
Optas, LLC 75,543$2,715,7850.91%
Sharkey, Howes & Javer 128,558$4,621,6600.88%
GenWealth Group, Inc. 76,660$2,755,9270.79%
VERITY Wealth Advisors 20,983$754,3390.68%
Crew Capital Management, Ltd. 15,871$570,5620.65%
Horst & Graben Wealth Management LLC 69,496$2,498,0000.60%
View complete list of ISHARES TR shareholders