Iron Horse Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 922 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.71 and the average weighting 0.7%.

Quarter-by-quarter ownership
Iron Horse Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$3,640
-2.6%
200.0%0.00%0.0%
Q1 2024$3,736
-6.8%
20
-13.0%
0.00%
-50.0%
Q4 2023$4,007
+30.2%
23
+15.0%
0.00%0.0%
Q3 2023$3,077
-4.6%
200.0%0.00%0.0%
Q2 2023$3,224
+6.2%
200.0%0.00%0.0%
Q1 2023$3,035
+101066.7%
200.0%0.00%0.0%
Q4 2022$3
-99.9%
200.0%0.00%
-50.0%
Q3 2022$3,0000.0%200.0%0.00%
+100.0%
Q2 2022$3,0000.0%200.0%0.00%0.0%
Q1 2022$3,0000.0%200.0%0.00%0.0%
Q4 2021$3,0000.0%200.0%0.00%0.0%
Q3 2021$3,0000.0%200.0%0.00%0.0%
Q2 2021$3,000200.00%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Windmill Hill Asset Management Ltd 349,920$48,100,00024.84%
HOME FEDERAL BANK OF TENNESSEE 425,054$58,428,00022.78%
Johnson Midwest Financial, LLC 112,513$15,466,00020.80%
LPWM LLC 240,267$33,414,00018.63%
Halpern Financial, Inc. 258,370$35,515,54513.85%
LVZ, Inc. 595,112$81,804,00013.72%
Praetorian Wealth Management, Inc. 243,206$33,431,00012.28%
Barber Financial Group, Inc. 542,018$74,506,00012.20%
Powell Investment Advisors, LLC 143,029$19,661,00011.92%
Strategic Wealth Partners Group, LLC 351,059$48,257,00010.74%
View complete list of ISHARES TR shareholders