Position history for Pathstone Holdings, LLC's holdings in ISHARES TR
Pathstone Holdings, LLC holds 1.9M shares of IWR (ISHARES TR), worth $185.2M as of 2026-Q1. The position was decreased (-0.2% shares). IWR represents 0.7% of Pathstone Holdings, LLC's portfolio.
Current Value
$185.2M
Current Shares
1.9M
Total Value Change
+$23.3M
Total Shares Change
-91,657
Other major holders of IWR: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, Kestra Advisory Services, LLC
Decreased |
| 1.9M |
-0.2% |
| $185.2M |
| 0.7% |
| $101.75 |
0 |
| 2025-Q4 | Decreased | 1.9M | -3.1% | $183.8M | 0.7% | $97.26 | 0 |
| 2025-Q3 | Decreased | 2M | -0.5% | $190.2M | 0.7% | $96.09 | 0 |
| 2025-Q2 | Increased | 2M | +0.2% | $182.2M | 0.7% | $90.83 | 43 |
| 2025-Q1 | Decreased | 2M | -0.8% | $168.2M | 0.7% | $83.76 | 0 |
| 2024-Q4 | Decreased | 2M | -0.2% | $176.1M | 0.8% | $87.25 | 0 |
| 2024-Q3 | Decreased | 2M | -0.0% | $175.9M | 0.8% | $86.54 | 0 |
| 2024-Q2 | Decreased | 2M | -1.3% | $161.9M | 0.7% | $79.38 | 0 |