Castle Rock Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 280 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.29 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 Q3 2019
NameSharesValueWeighting ↓
CONSOLIDATED CAPITAL MANAGEMENT, LLC 43,665$13,116,0005.81%
Sowa Financial Group, Inc. 33,003$9,913,0005.80%
First Citizens Financial Corp 18,297$5,496,0004.02%
Audent Global Asset Management, LLC 30,566$9,181,0003.84%
Oakworth Capital, Inc. 77,213$23,192,0001.97%
ETFIDEA, LLC 16,208$4,868,4821.96%
HC Advisors, LLC 10,510$3,157,0001.94%
Dentgroup LLC 5,420$1,628,0001.54%
Mine & Arao Wealth Creation & Management, LLC. 8,738$2,625,0001.45%
My Personal CFO, LLC 4,950$1,487,0001.30%
View complete list of ISHARES TR shareholders