SteelPeak Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 557 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.04 and the average weighting 0.9%.

Quarter-by-quarter ownership
SteelPeak Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,118,225
+1839.7%
44,584
+1814.3%
0.26%
+1742.9%
Q1 2023$212,312
-96.6%
2,329
-96.8%
0.01%
-97.0%
Q4 2022$6,270,086
-13.5%
73,870
-20.7%
0.46%
-14.7%
Q3 2022$7,250,000
+340.7%
93,146
+374.9%
0.54%
+356.8%
Q2 2022$1,645,000
-61.2%
19,614
-53.9%
0.12%
-50.8%
Q1 2022$4,241,000
-64.4%
42,505
-62.3%
0.24%
-64.4%
Q4 2021$11,922,000112,7010.67%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Mayo Clinic 1,992,725$169,142,49889.58%
Granger Management LLC 856,893$72,733,11131.73%
Three Bridge Wealth Advisors, LLC 387,565$32,896,50917.63%
MINOT CAPITAL, LP 1,026,452$87,125,24617.49%
DIMENSION CAPITAL MANAGEMENT LLC 855,052$72,576,77116.92%
Nationwide Asset Management LLC 200,250$17,09916.61%
Privium Fund Management (UK) Ltd 252,460$21,557,55916.36%
MKP Capital Management, L.L.C. 1,500,000$127,320,00015.62%
EPIQ Capital Group, LLC 328,754$27,904,67515.21%
Madrona Financial Services, LLC 303,896$25,794,67814.76%
View complete list of ISHARES TR shareholders