SteelPeak Wealth, LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 371 filers reported holding ISHARES U S ETF TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
SteelPeak Wealth, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q4 2022$231,963
-4.1%
4,708
-4.0%
0.02%
-5.6%
Q3 2022$242,000
+7.6%
4,903
+7.3%
0.02%
+12.5%
Q2 2022$225,000
-31.8%
4,569
-31.4%
0.02%
-15.8%
Q1 2022$330,000
+7.1%
6,656
+8.3%
0.02%
-13.6%
Q2 2021$308,000
-19.8%
6,147
-19.7%
0.02%
-26.7%
Q1 2021$384,000
-35.5%
7,654
-35.4%
0.03%
-44.4%
Q4 2020$595,000
-89.9%
11,857
-89.9%
0.05%
-91.4%
Q3 2020$5,874,000
-55.6%
117,216
-55.7%
0.63%
-62.2%
Q2 2020$13,218,000
+40.3%
264,314
+36.0%
1.67%
+11.9%
Q1 2020$9,424,000
+2.6%
194,347
+6.3%
1.49%
+17.6%
Q4 2019$9,188,000182,8371.27%
Other shareholders
ISHARES U S ETF TR shareholders Q1 2021
NameSharesValueWeighting ↓
Bramshill Investments, LLC 2,124,958$105,334,00014.59%
Columbia Trust Co 01012016 511,929$25,351,00011.87%
Enstar Group LTD 915,711$45,392,00010.36%
Clearwater Capital Advisors, LLC 1,243,146$61,623,0007.06%
B, B, H, & B INC. 148,603$7,366,0006.94%
Navis Wealth Advisors, LLC 133,890$6,637,0005.88%
TRUSTCORE FINANCIAL SERVICES, LLC 1,354,860$67,160,0005.80%
Syverson Strege & Co 79,946$3,963,0004.31%
Rosenberg Matthew Hamilton 225,928$11,199,0003.92%
Roble, Belko & Company, Inc 407,622$20,206,0003.84%
View complete list of ISHARES U S ETF TR shareholders