Iron Horse Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 540 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Iron Horse Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$60,090
-0.7%
6200.0%0.03%0.0%
Q2 2023$60,512
-6.6%
620
-5.1%
0.03%
-6.2%
Q1 2023$64,797
+107895.0%
653
+5.3%
0.03%0.0%
Q4 2022$60
-99.9%
6200.0%0.03%
-63.2%
Q3 2022$60,000
-69.2%
620
-67.7%
0.09%
-21.6%
Q2 2022$195,000
+87.5%
1,920
+93.0%
0.11%
+94.7%
Q1 2022$104,0009950.06%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Counterpoint Mutual Funds LLC 1,007,586$102,199,00069.36%
Barber Financial Group, Inc. 1,398,363$141,836,00023.23%
KEATING INVESTMENT COUNSELORS INC 394,030$39,967,00016.86%
Deane Retirement Strategies, Inc. 259,722$26,434,00016.42%
GoalFusion Wealth Management, LLC 171,947$17,441,00016.34%
San Luis Wealth Advisors LLC 137,436$13,940,00016.01%
Paragon Wealth Strategies, LLC 115,998$11,766,00013.21%
Tanager Wealth Management LLP 142,253$14,429,00011.90%
Charles Carroll Financial Partners, LLC 88,611$8,988,00011.74%
New Capital Management LP 210,383$21,223,00011.69%
View complete list of ISHARES TR shareholders