CATALYST FINANCIAL PARTNERS LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 630 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
CATALYST FINANCIAL PARTNERS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$583,613
-6.4%
5,283
-6.4%
0.19%
-15.3%
Q2 2023$623,269
-32.4%
5,643
-32.4%
0.22%
-43.8%
Q1 2023$921,902
-10.5%
8,343
-10.9%
0.40%
-25.3%
Q4 2022$1,029,7319,3680.53%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
PEAVINE CAPITAL, LLC 1,887,881$208,139,00040.60%
Cornerstone Retirement Group, Inc. 1,827,938$201,465,00037.83%
Divergent Wealth Advisors 697,638$76,915,00015.95%
Titan Capital Management, LLC /TX 143,194$15,787,00015.87%
Milliman Financial Risk Management LLC 9,597,047$1,058,074,00013.75%
AGILIS PARTNERS LLC 175,749$19,376,0009.69%
Reliant Wealth Planning 159,554$17,591,0008.70%
Estate Counselors, LLC 579,530$63,893,0008.31%
AFFINIA FINANCIAL GROUP, LLC 93,744$10,332,0007.91%
QUATTRO FINANCIAL ADVISORS LLC 190,873$21,044,0007.09%
View complete list of ISHARES TR shareholders