Monterey Private Wealth, Inc. - ISHARES TR ownership

ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 153 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Monterey Private Wealth, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$349,439
+0.5%
5,182
+1.5%
0.13%
-6.4%
Q1 2024$347,871
+6.7%
5,1060.0%0.14%
-4.8%
Q4 2023$326,170
+12.9%
5,106
+0.9%
0.15%
+1.4%
Q3 2023$288,879
-6.3%
5,0600.0%0.14%
-2.7%
Q2 2023$308,2095,0600.15%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Syntrinsic LLC 630,402$42,479,04114.10%
Balanced Rock Investment Advisors LLC 97,464$6,571,7835.53%
Invera Wealth Advisors, LLC 70,388$4,888,4475.01%
Atlantic Private Wealth, LLC 42,982$2,898,1262.36%
Financial Connections Group, Inc. 60,841$4,1022.13%
TCWP LLC 11,975$807,4641.98%
Values Added Financial LLC 35,445$2,389,9781.72%
Shotwell Rutter Baer Inc 16,293$1,110,3680.98%
Equita Financial Network, Inc. 31,292$2,1100.88%
One Wealth Advisors, LLC 47,399$3,157,8120.68%
View complete list of ISHARES TR shareholders