Monterey Private Wealth, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 215 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Monterey Private Wealth, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$965,000
-72.3%
17,949
-66.7%
0.55%
-67.3%
Q1 2022$3,486,000
+28.6%
53,927
+34.4%
1.68%
+25.4%
Q4 2021$2,711,00040,1231.34%
Other shareholders
ISHARES TR shareholders Q4 2021
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