SteelPeak Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 278 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.68 and the average weighting 0.6%.

Quarter-by-quarter ownership
SteelPeak Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,058,648
-46.8%
83,010
-45.6%
0.13%
-43.9%
Q2 2023$3,872,807
+96.0%
152,653
+95.2%
0.23%
+71.6%
Q1 2023$1,976,140
-7.2%
78,201
-9.7%
0.13%
-14.1%
Q4 2022$2,130,553
-45.1%
86,573
-46.7%
0.16%
-46.0%
Q3 2022$3,879,000
-41.2%
162,316
-39.4%
0.29%
-39.0%
Q2 2022$6,597,000
-25.3%
267,960
-15.7%
0.47%
-5.2%
Q1 2022$8,828,000
-36.1%
318,009
-31.0%
0.50%
-36.1%
Q4 2021$13,822,000
+64.6%
461,192
+65.3%
0.78%
+40.9%
Q3 2021$8,398,000
+6.8%
278,927
+6.3%
0.56%
+0.9%
Q2 2021$7,865,000
+57.6%
262,510
+53.8%
0.55%
+39.9%
Q1 2021$4,992,000170,7240.39%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
ESL Trust Services, LLC 980,911$24,150,0008.35%
KRAEMATON INVESTMENT ADVISORS, INC 145,857$3,591,0004.16%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 497,988$12,260,0003.79%
CLIENT 1ST ADVISORY GROUP, LLC 257,106$6,330,0003.77%
Intelligence Driven Advisers, LLC 659,130$16,208,0003.18%
Lineweaver Wealth Advisors, LLC 384,422$9,464,0003.12%
Copperleaf Capital, LLC 124,450$3,064,0003.10%
Tri-Star Advisors Inc. 253,588$6,274,0003.03%
Insight Wealth Partners, LLC 150,895$3,715,0002.79%
Horst & Graben Wealth Management LLC 391,894$9,648,0002.62%
View complete list of ISHARES TR shareholders