SteelPeak Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 587 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.55 and the average weighting 1.1%.

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 Q1 2023
NameSharesValueWeighting ↓
Mayo Clinic 478,936$44,239,31885.23%
Nationwide Asset Management LLC 195,940$18,15072.24%
MKP Capital Management, L.L.C. 7,462,975$689,355,00153.10%
BRANDYWINE MANAGERS, LLC 226,783$20,947,94635.34%
Granger Management LLC 594,321$54,897,46723.14%
Arlington Capital Management, Inc. 231,652$21,397,65222.42%
MINOT CAPITAL, LP 1,026,452$94,813,37119.32%
DIMENSION CAPITAL MANAGEMENT LLC 803,917$74,258,86917.34%
Three Bridge Wealth Advisors, LLC 417,111$38,528,55615.99%
EPIQ Capital Group, LLC 324,786$30,000,50115.54%
View complete list of ISHARES TR shareholders