CATALYST PRIVATE WEALTH, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 281 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

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 2022
NameSharesValueWeighting ↓
TFC Financial Management, Inc. 987,038$53,261,00026.36%
Wealthsimple US, Ltd. 236,661$12,770,0008.50%
KEMPER Corp 425,689$22,970,0004.98%
Divergent Wealth Advisors 259,892$14,024,0003.79%
Global Strategic Investment Solutions, LLC 222,457$12,004,0003.05%
Clarius Group, LLC 432,834$23,357,0003.00%
Paracle Advisors, LLC 242,072$13,062,0002.82%
DeGreen Capital Management LLC 99,896$5,390,0002.38%
Vision Capital Management, Inc. 160,180$8,643,0001.82%
Columbus Macro, LLC 108,835$5,873,0001.80%
View complete list of ISHARES TR shareholders