SteelPeak Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 549 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.29 and the average weighting 0.4%.

Quarter-by-quarter ownership
SteelPeak Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$3,022,000
-40.6%
9,147
-41.2%
0.24%
-48.6%
Q4 2020$5,090,000
+8.8%
15,552
-0.4%
0.46%
-7.8%
Q3 2020$4,678,000
+14.6%
15,612
+1.3%
0.50%
-2.3%
Q2 2020$4,081,00015,4120.51%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Concorde Asset Management, LLC 22,979$5,227,0005.10%
LUCAS CAPITAL MANAGEMENT 18,486$4,205,0005.09%
CUMBERLAND ADVISORS INC 32,750$7,450,0004.99%
MinichMacGregor Wealth Management, LLC 32,249$7,343,0004.84%
PFM Health Sciences, LP 1,233,000$280,483,0004.11%
Donoghue Forlines LLC 212,300$48,294,0003.77%
SPC Financial, Inc. 78,356$17,824,0003.57%
Q3 Asset Management 6,687$1,521,0002.94%
Milestone Advisory Partners 17,129$3,897,0002.76%
Karp Capital Management Corp 34,583$7,867,0002.71%
View complete list of ISHARES TR shareholders