Position history for Pathstone Holdings, LLC's holdings in ISHARES TR
Pathstone Holdings, LLC holds 2.3M shares of IVV (ISHARES TR), worth $1.5B as of 2026-Q1. The position was increased (+2.3% shares). IVV represents 6.0% of Pathstone Holdings, LLC's portfolio.
Current Value
$1.5B
Current Shares
2.3M
Total Value Change
+$272.8M
Total Shares Change
+52,781
Other major holders of IVV: Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
Increased |
| 2.3M |
+2.3% |
| $1.5B |
| 6.0% |
| $683.37 |
63 |
| 2025-Q4 | Increased | 2.2M | +0.7% | $1.5B | 5.9% | $689.92 | 62 |
| 2025-Q3 | Decreased | 2.2M | -5.8% | $1.5B | 5.7% | $664.41 | 0 |
| 2025-Q2 | Increased | 2.4M | +7.3% | $1.4B | 5.6% | $613.43 | 67 |
| 2025-Q1 | Decreased | 2.2M | -1.8% | $1.2B | 5.4% | $552.75 | 0 |
| 2024-Q4 | Decreased | 2.3M | -0.2% | $1.3B | 5.9% | $583.48 | 0 |
| 2024-Q3 | Increased | 2.3M | +0.4% | $1.3B | 5.8% | $564.81 | 62 |
| 2024-Q2 | Decreased | 2.2M | -1.2% | $1.2B | 5.5% | $536.31 | 0 |