Iron Horse Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 605 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
Iron Horse Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$41,786
+0.1%
4200.0%0.02%
-5.9%
Q1 2024$41,761
+0.9%
4200.0%0.02%
-5.6%
Q4 2023$41,408
-31.1%
420
-32.3%
0.02%
-40.0%
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 Q2 2022
NameSharesValueWeighting ↓
Wechter Feldman Wealth Management, Inc. 111,858$11,175,00027.29%
KEATING INVESTMENT COUNSELORS INC 177,285$17,711,00010.82%
Quaker Wealth Management, LLC 132,321$13,219,0009.39%
Lee Financial Co 280,034$27,975,0009.28%
Stordahl Capital Management, Inc. 119,922$12,109,0007.48%
New Capital Management LP 35,357$3,532,0006.69%
LWS Wealth Advisors, Inc. 99,953$9,806,0006.38%
ALTFEST L J & CO INC 203,449$20,325,0006.36%
American Money Management, LLC 113,478$11,336,0006.35%
Parcion Private Wealth LLC 201,527$20,133,0005.55%
View complete list of ISHARES TR shareholders