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Ishares Trust Barclays shares owned by Pathstone Family Office

Quarter-by-quarter ownership of Ishares Trust Barclays (CMBS) shares owned by Pathstone Family Office from 13F filings

Historical chart of Pathstone Family Office investment in Ishares Trust Barclays

Tip: Access up to 7 years of quarterly data

All positions including Ishares Trust Barclays held by Pathstone Family Office consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Trust Barclays by Pathstone Family Office

Quarter filed Position value Share count Share price at filing
2023-09-30 $21M 470k 45.04
2023-06-30 $28M 602k 45.86
2023-03-31 $28M 603k 46.19
2022-12-31 $17M 375k 45.91
2022-09-30 $25M 550k 45.85
2022-06-30 $27M 569k 48.11

More positions owned by Pathstone Family Office

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Large Cap Etf (VV)
Coca-Cola Company (KO)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Whitehall Fds High Div Yld (VYM)

View all positions for Pathstone Family Office

Top funds holding Ishares Trust Barclays

Pathstone Holdings
Arvest Investments
UBS Group
Tortoise Investment Management
Bank of America Corporation
AE Wealth Management
Marcia E. Wade
Krilogy Financial
Wells Fargo & Company
Guggenheim Capital, LLC Managers
State of New Jersey Common Pension Fund D
Jane Street
Advisor Group Holdings
Sykon Capital
Franklin Resources

View all funds holding Ishares Trust Barclays