Pathway Financial Advisers, LLC - ISHARES TR ownership

ISHARES TR's ticker is KXI and the CUSIP is 464288737. A total of 133 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Pathway Financial Advisers, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$8,995
+3.9%
1520.0%0.00%
-25.0%
Q3 2023$8,657
-7.9%
1520.0%0.00%0.0%
Q1 2023$9,399
+3.9%
1520.0%0.00%0.0%
Q4 2022$9,0481520.00%
Other shareholders
ISHARES TR shareholders Q1 2024
NameSharesValueWeighting ↓
Newfound Research LLC 121,715$11,851,00012.82%
WRAPMANAGER INC 24,746$2,410,0001.08%
East Coast Asset Management, LLC. 14,907$1,451,0000.77%
XPONANCE, INC. 18,185$1,770,0000.67%
Cambria Investment Management, L.P. 14,713$1,433,0000.66%
Madden Advisory Services, Inc. 8,986$874,0000.57%
Brookstone Capital Management 32,705$3,185,0000.48%
Affiance Financial, LLC 5,070$494,0000.47%
Beaumont Financial Partners, LLC 29,194$2,843,0000.46%
PICTET BANK & TRUST Ltd 8,050$784,0000.28%
View complete list of ISHARES TR shareholders