SteelPeak Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 369 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
SteelPeak Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,328,788
-68.2%
241,778
-67.0%
0.33%
-66.4%
Q2 2023$16,762,732
-1.2%
731,997
+0.9%
0.99%
-13.6%
Q1 2023$16,968,223
+17.0%
725,758
+13.7%
1.15%
+8.2%
Q4 2022$14,499,528
-50.6%
638,183
-50.5%
1.06%
-51.3%
Q3 2022$29,343,000
+24.9%
1,289,251
+31.1%
2.18%
+29.2%
Q2 2022$23,502,000
-6.2%
983,343
-2.3%
1.69%
+19.0%
Q1 2022$25,067,000
+12.2%
1,006,293
+20.2%
1.42%
+12.4%
Q4 2021$22,339,000
+2.1%
837,298
+1.5%
1.26%
-12.7%
Q3 2021$21,882,000
-28.6%
824,800
-28.4%
1.45%
-32.5%
Q2 2021$30,633,000
+6.1%
1,151,616
+4.5%
2.14%
-5.8%
Q1 2021$28,865,000
+4.8%
1,102,128
+9.0%
2.27%
-9.2%
Q4 2020$27,544,000
+0.7%
1,011,144
+3.3%
2.50%
-14.8%
Q3 2020$27,364,000
+25.7%
979,050
+25.9%
2.94%
+7.1%
Q2 2020$21,766,000
-42.1%
777,623
-42.1%
2.74%
-53.8%
Q1 2020$37,595,000
+6.9%
1,342,201
-1.0%
5.94%
+22.5%
Q4 2019$35,174,0001,355,9574.85%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 534,175$11,773,22418.39%
Hoese & Co LLP 765,533$16,864,57617.28%
Heirloom Wealth Management 1,591,598$35,078,82015.59%
Nationwide Fund Advisors 5,761,302$126,979,09613.88%
Fund Evaluation Group, LLC 5,855,554$129,05611.47%
ERTS Wealth Advisors, LLC 2,119,842$46,721,31511.25%
Crane Advisory, LLC 1,895,834$41,641,99510.44%
Cook Wealth, LLC 620,159$13,519,46610.37%
ACCESS FINANCIAL SERVICES, INC. 757,595$16,697,39410.00%
Spectrum Asset Management, Inc. (NB/CA) 785,340$17,308,9009.09%
View complete list of ISHARES TR shareholders