Castle Rock Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 179 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Castle Rock Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$1,129,000
+36.0%
18,429
+558.6%
0.46%
+31.9%
Q4 2020$830,000
+17.2%
2,798
+7.1%
0.34%
-25.6%
Q3 2020$708,000
+175.5%
2,613
+160.5%
0.46%
+207.3%
Q2 2020$257,0001,0030.15%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Wealthquest Corp 709,769$35,552,0005.36%
Aspire Wealth Management Corp 105,696$5,294,0004.88%
FAS Wealth Partners, Inc. 831,269$41,638,0004.38%
KILEY JUERGENS WEALTH MANAGEMENT, LLC 176,800$8,855,0004.19%
Dentgroup LLC 65,328$3,272,0003.64%
Clearstead Advisors, LLC 858,882$43,021,0003.35%
Equitable Holdings, Inc. 3,310,338$165,815,0003.16%
Corsicana & Co. 47,286$2,369,0001.87%
Sunburst Financial Group, LLC 62,721$3,142,0001.51%
Surevest, LLC 81,878$4,101,0001.08%
View complete list of ISHARES TR shareholders