Iron Horse Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 473 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Iron Horse Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$24,956
-5.2%
3610.0%0.01%
-7.7%
Q2 2023$26,328
+1.8%
361
+0.3%
0.01%0.0%
Q1 2023$25,862
+107658.3%
3600.0%0.01%0.0%
Q4 2022$24
-99.9%
360
+1.4%
0.01%0.0%
Q2 2022$22,000
-12.0%
355
+4.4%
0.01%
-7.1%
Q1 2022$25,000
-7.4%
340
+0.6%
0.01%
-6.7%
Q4 2021$27,000
+3.8%
3380.0%0.02%
-6.2%
Q3 2021$26,000
-3.7%
3380.0%0.02%
-11.1%
Q2 2021$27,000
+3.8%
3380.0%0.02%
-5.3%
Q1 2021$26,000
+4.0%
3380.0%0.02%
-5.0%
Q4 2020$25,0003380.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Ellevest, Inc. 167,337$10,730,0003.76%
Private Ocean, LLC 157,326$10,088,0002.50%
Highland Private Wealth Management 251,360$16,118,0002.25%
FLPUTNAM INVESTMENT MANAGEMENT CO 488,582$31,328,0002.20%
Windsor Capital Management, LLC 60,687$3,891,0001.74%
BSW Wealth Partners 56,353$3,613,0001.39%
Financial Advisors, LLC 32,062$2,056,0001.26%
C-J Advisory, Inc. 27,285$1,750,0001.10%
NOTTINGHAM ADVISORS, INC. 118,209$7,580,0001.00%
Financial Insights, Inc. 15,781$1,012,0000.97%
View complete list of ISHARES TR shareholders