Castle Rock Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 290 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.1%.

Quarter-by-quarter ownership
Castle Rock Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$1,263,000
+75.2%
4,340
+64.4%
0.58%
+97.6%
Q4 2021$721,000
+179.5%
2,640
+100.0%
0.29%
+2.8%
Q2 2019$258,000
-33.3%
1,320
-34.3%
0.29%
-53.5%
Q3 2018$387,000
-9.6%
2,008
-16.3%
0.62%
+5.3%
Q2 2018$428,000
+101.9%
2,400
+95.4%
0.58%
+66.4%
Q1 2018$212,0001,2280.35%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
Tredje AP-fonden 832,000$148,681,0005.16%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 12,822$2,285,0001.71%
PETTYJOHN, WOOD & WHITE, INC 24,738$4,408,0001.54%
Peachtree Investment Advisors, Inc. 11,645$2,075,0001.50%
Oakworth Capital, Inc. 40,313$7,183,0001.49%
SP Asset Management 22,456$4,315,0001.18%
MURPHY CAPITAL MANAGEMENT INC 43,759$7,797,0001.13%
FIRST UNITED BANK & TRUST 9,238$1,646,0001.09%
Stillwater Capital Advisors, LLC 22,817$4,066,0000.97%
Summit X, LLC 8,007$1,419,0000.79%
View complete list of ISHARES TR shareholders