SteelPeak Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 320 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.2%.

Quarter-by-quarter ownership
SteelPeak Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,807,606
-2.6%
49,105
+3.4%
0.11%
+2.7%
Q2 2023$1,856,261
+6.3%
47,499
+1.5%
0.11%
-6.8%
Q1 2023$1,746,390
+5.0%
46,795
+2.0%
0.12%
-3.3%
Q4 2022$1,663,751
+9.9%
45,884
-2.3%
0.12%
+8.0%
Q3 2022$1,514,000
-37.2%
46,963
-33.7%
0.11%
-34.7%
Q2 2022$2,411,00070,8160.17%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
DOW CHEMICAL CO /DE/ 109,000$4,246,0002.99%
Advocacy Wealth Management Services, LLC 414,495$16,309,0002.84%
BG Investment Services, Inc. 57,674$2,246,0002.20%
Safeguard Investment Advisory Group, LLC 75,151$2,927,0002.00%
Laurel Wealth Planning LLC 65,057$2,534,0001.71%
CFS Investment Advisory Services, LLC 90,134$209,0000.91%
WARNER FINANCIAL, INC 27,918$1,087,0000.88%
Donoghue Forlines LLC 76,272$2,971,0000.64%
SAXON INTERESTS, INC. 30,688$1,195,0000.64%
Column Capital Advisors, LLC 88,044$3,429,0000.63%
View complete list of ISHARES TR shareholders