CATALYST PRIVATE WEALTH, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 139 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
CATALYST PRIVATE WEALTH, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$526,271
+149.4%
8,267
+89.3%
0.25%
+55.3%
Q3 2022$211,000
-10.2%
4,3670.0%0.16%
-4.2%
Q2 2022$235,000
-15.5%
4,3670.0%0.17%
+19.4%
Q1 2022$278,000
-5.8%
4,3670.0%0.14%
+9.4%
Q4 2021$295,000
+1.0%
4,3670.0%0.13%
+1.6%
Q3 2021$292,000
-1.0%
4,3670.0%0.12%
-23.3%
Q2 2021$295,000
+4.6%
4,3670.0%0.16%
-17.7%
Q1 2021$282,000
+4.8%
4,3670.0%0.20%
-16.1%
Q4 2020$269,000
+9.3%
4,367
-4.4%
0.24%
-1.3%
Q3 2020$246,0004,5670.24%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Bank of Finland 8,461,450$571,656,00033.37%
TFC Financial Management, Inc. 1,049,019$70,872,00021.51%
WIPFLI FINANCIAL ADVISORS LLC, 2,459,164$166,141,089,00019.06%
Heritage Financial Services, LLC 184,066$12,435,0009.74%
Rock Creek Group, LP 575,236$38,859,0005.78%
Capital Asset Advisory Services LLC 750,989$50,798,0005.39%
Vantage Financial Partners, LLC 197,141$13,319,0005.21%
Divergent Wealth Advisors 303,242$20,487,0004.15%
BUCKINGHAM STRATEGIC PARTNERS, LLC 246,561$16,660,0003.48%
CarsonAllaria Wealth Management, Ltd. 58,074$3,924,0003.47%
View complete list of ISHARES TR shareholders