Castle Rock Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 231 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.87 and the average weighting 0.2%.

Quarter-by-quarter ownership
Castle Rock Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$393,190
-4.9%
3,9100.0%0.13%
-6.4%
Q2 2023$413,443
+7.3%
3,9100.0%0.14%
+2.2%
Q1 2023$385,487
-2.2%
3,9100.0%0.14%
-21.6%
Q4 2022$394,128
+18.0%
3,9100.0%0.18%
+4.8%
Q3 2022$334,000
-5.1%
3,9100.0%0.17%
-6.7%
Q2 2022$352,000
-13.1%
3,9100.0%0.18%
-3.2%
Q1 2022$405,000
-1.9%
3,9100.0%0.19%
+10.7%
Q4 2021$413,000
-14.3%
3,910
-7.6%
0.17%
+1.8%
Q3 2021$482,000
+11.1%
4,230
+10.4%
0.16%
+3.8%
Q2 2021$434,000
+13.9%
3,830
+10.1%
0.16%
+3.2%
Q1 2021$381,000
+11.7%
3,4800.0%0.15%
+8.5%
Q4 2020$341,0003,4800.14%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
New Millennium Group LLC 34,391$3,444,6793.46%
MAGNOLIA CAPITAL MANAGEMENT LTD 22,010$2,2052.07%
Modus Advisors, LLC 43,405$4,347,4082.00%
EUDAIMONIA ADVISORS LLC 23,469$2,350,6131.58%
SOUTHERN CAPITAL ADVISORS, LLC 17,716$1,774,4341.31%
Rainsberger Wealth Advisors, Inc. 19,421$1,945,1681.15%
PLANNING DIRECTIONS INC 11,557$1,1580.86%
WEALTH ADVISORS, INC. 16,961$1,673,3210.80%
Frank, Rimerman Advisors LLC 25,616$2,565,6990.71%
Bray Capital Advisors 20,824$2,085,7320.61%
View complete list of ISHARES TR shareholders