Monterey Private Wealth, Inc. - ISHARES TR ownership

ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 205 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Monterey Private Wealth, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$1,036,00016,6270.51%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
MISSION WEALTH MANAGEMENT, LP 303,306$35,696,0006.78%
Parkside Advisors LLC 31,925$3,757,0002.68%
Pure Financial Advisors, LLC 67,471$7,941,0002.14%
WEALTHSOURCE PARTNERS, LLC 35,906$4,226,0001.44%
BAILARD, INC. 147,370$17,344,0001.41%
Boltwood Capital Management 11,650$1,371,0000.93%
AJ WEALTH STRATEGIES, LLC 17,438$2,052,0000.78%
HCR Wealth Advisors 9,655$1,136,0000.56%
Pictet North America Advisors SA 24,022$2,827,0000.47%
CAPRIN ASSET MANAGEMENT LLC /ADV 4,806$566,0000.44%
View complete list of ISHARES TR shareholders