SteelPeak Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,488 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.05 and the average weighting 1.5%.

Quarter-by-quarter ownership
SteelPeak Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,342,383
+368.6%
13,344
+389.1%
0.21%
+400.0%
Q2 2023$713,295
-72.5%
2,728
-78.4%
0.04%
-88.3%
Q4 2019$2,597,00012,6180.36%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 748,496$108,824,00042.63%
Pachira Investments Inc. 46,774$6,729,00027.00%
Leonard Rickey Investment Advisors P.L.L.C. 228,867$32,925,00025.54%
HBC Financial Services, PLLC 150,155$20,335,00023.05%
Affiance Financial, LLC 179,372$25,804,00017.79%
Lee Financial Co 365,578$52,592,00017.45%
Millburn Ridgefield Corp 2,025,674$291,413,00017.42%
Independent Order of Foresters 101,500$14,602,00017.16%
ARKANSAS FINANCIAL GROUP, INC. 312,694$44,984,00016.72%
LVZ, Inc. 457,036$65,749,00016.06%
View complete list of ISHARES TR shareholders