SteelPeak Wealth, LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is COMT and the CUSIP is 46431W853. A total of 245 filers reported holding ISHARES U S ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
SteelPeak Wealth, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q4 2022$1,808,387
-17.0%
64,150
+5.2%
0.13%
-17.9%
Q3 2022$2,178,000
-9.2%
60,971
+4.0%
0.16%
-5.8%
Q2 2022$2,399,000
-66.1%
58,599
-66.8%
0.17%
-57.0%
Q1 2022$7,069,000
+28.5%
176,491
-0.9%
0.40%
+28.6%
Q4 2021$5,501,000
-22.0%
178,149
-9.4%
0.31%
-33.3%
Q3 2021$7,051,000
+4.9%
196,726
+1.0%
0.47%
-0.9%
Q2 2021$6,721,000194,8110.47%
Other shareholders
ISHARES U S ETF TR shareholders Q3 2021
NameSharesValueWeighting ↓
Peak Financial Management, Inc. 204,877$5,322,7121.90%
Evolution Wealth Advisors, LLC 270,812$7,035,6891.55%
Axiom Advisory, LLC 62,309$1,618,7981.43%
First National Bank of South Miami 68,073$1,768,5401.42%
Northwest Capital Management Inc 89,370$2,321,8410.97%
Certus Wealth Management, LLC 30,411$790,0780.78%
Anfield Capital Management, LLC 56,236$1,461,0110.64%
CLIENT 1ST ADVISORY GROUP, LLC 44,777$1,163,3130.61%
Atomi Financial Group, Inc. 35,126$912,5710.42%
PATTON ALBERTSON MILLER GROUP, LLC 80,362$2,087,8050.40%
View complete list of ISHARES U S ETF TR shareholders