SteelPeak Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 3 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
SteelPeak Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$207,9421,1690.01%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Massachusetts Wealth Management 5,330$989,0350.96%
CAHILL FINANCIAL ADVISORS INC 7,104$1,322,2260.25%
AFT, FORSYTH & COMPANY, INC. 1,336$248,6700.21%
Family Firm, Inc. 3,465$644,9480.19%
Concorde Asset Management, LLC 1,088$202,4780.18%
Asset Management Group, Inc. 4,091$761,4550.18%
Institute for Wealth Management, LLC. 3,407$634,1600.13%
CHEMUNG CANAL TRUST CO 3,071$5720.13%
MBL Wealth, LLC 3,177$5910.11%
Raab & Moskowitz Asset Management LLC 1,537$286,0820.11%
View complete list of ISHARES TR shareholders