Iron Horse Wealth Management, LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 351 filers reported holding ISHARES U S ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Iron Horse Wealth Management, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$50,139
-22.2%
1,005
-22.5%
0.02%
-21.9%
Q2 2023$64,437
-25.6%
1,296
-25.8%
0.03%
-25.6%
Q1 2023$86,602
+100600.0%
1,7460.0%0.04%
-6.5%
Q4 2022$86
-99.6%
1,746
+270.7%
0.05%
+39.4%
Q3 2022$23,000
-73.3%
471
-73.0%
0.03%
-32.7%
Q2 2022$86,000
-27.1%
1,746
-26.4%
0.05%
-24.6%
Q1 2022$118,0000.0%2,3710.0%0.06%
-1.5%
Q4 2021$118,000
-0.8%
2,3710.0%0.07%
-10.8%
Q3 2021$119,000
-32.4%
2,371
-32.3%
0.07%
-36.2%
Q2 2021$176,0000.0%3,5000.0%0.12%
-12.1%
Q1 2021$176,000
-13.7%
3,500
-14.0%
0.13%
-19.0%
Q4 2020$204,0004,0690.16%
Other shareholders
ISHARES U S ETF TR shareholders Q1 2022
NameSharesValueWeighting ↓
Columbia Trust Co 01012016 491,545$24,646,00013.01%
B, B, H, & B INC. 172,156$8,632,0007.87%
TRUSTCORE FINANCIAL SERVICES, LLC 1,190,914$59,712,0005.87%
Bramshill Investments, LLC 1,231,139$61,729,0005.25%
Clearwater Capital Advisors, LLC 897,142$44,983,0005.21%
Rosenberg Matthew Hamilton 260,204$13,047,0005.15%
UBP Investment Advisors SA 253,825$12,730,0004.94%
Navis Wealth Advisors, LLC 138,599$6,949,0004.85%
Roble, Belko & Company, Inc 416,324$20,875,0004.30%
SUN LIFE FINANCIAL INC 1,409,259$70,660,0004.04%
View complete list of ISHARES U S ETF TR shareholders