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Ishares Tr shares owned by Pathstone Holdings

Quarter-by-quarter ownership of Ishares Tr (XVV) shares owned by Pathstone Holdings from 13F filings

Historical chart of Pathstone Holdings investment in Ishares Tr

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All positions including Ishares Tr held by Pathstone Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2023-12-31 $370k 10k 36.39

More positions owned by Pathstone Holdings

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Crowdstrike Hldgs Cl A (CRWD)
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)
Amazon (AMZN)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Pathstone Holdings

Top funds holding Ishares Tr

Sun Life Financial
Becker Capital Management
Retirement Capital Strategies
BSW Wealth Partners
Better Money Decisions
Wharton Business Group
Atlantic Private Wealth
Franklin Resources
Branch Banking & Trust Company
Raymond James Financial Services Advisors
JNBA Financial Advisors
Us Financial Advisors
Financial Council Asset Management
Gould Asset Management
Bank of America Corporation

View all funds holding Ishares Tr