Castle Rock Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 452 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Castle Rock Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$492,566
-96.9%
4,472
-96.9%
0.16%
-97.0%
Q2 2023$15,848,055
+3.2%
144,034
+3.3%
5.41%
-1.4%
Q1 2023$15,362,613
+6197.2%
139,470
+6202.3%
5.49%
+4934.9%
Q4 2022$243,958
-28.5%
2,213
-28.7%
0.11%
-36.6%
Q3 2022$341,000
+0.3%
3,105
+0.5%
0.17%
-0.6%
Q2 2022$340,0000.0%3,089
+0.1%
0.17%
+10.9%
Q1 2022$340,000
-0.3%
3,087
+0.0%
0.16%
+12.2%
Q4 2021$341,0000.0%3,0860.0%0.14%
+18.8%
Q3 2021$341,0000.0%3,0860.0%0.12%
-6.4%
Q2 2021$341,000
-23.9%
3,086
-23.9%
0.12%
-30.9%
Q1 2021$448,000
+50.3%
4,056
+50.2%
0.18%
+46.0%
Q4 2020$298,000
-0.3%
2,700
+0.1%
0.12%
-36.7%
Q3 2020$299,000
-88.6%
2,698
-88.6%
0.20%
-87.3%
Q2 2020$2,630,000
-55.5%
23,754
-55.5%
1.54%
-69.8%
Q1 2020$5,910,000
+1370.1%
53,332
+1373.3%
5.10%
+1043.0%
Q2 2019$402,0003,6200.45%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Marks Wealth, LLC 71,534$7,904,50770.88%
ACUTE INVESTMENT ADVISORY, LLC 751,003$82,985,83454.36%
Gateway Advisory, LLC 1,698,780$187,71541.80%
LaSalle St. Investment Advisors, LLC 738,904$81,64836.07%
PEAVINE CAPITAL, LLC 1,227,795$135,671,35731.32%
Cornerstone Retirement Group, Inc. 846,569$93,545,91127.44%
Estate Counselors, LLC 1,187,945$131,267,92317.35%
AFFINIA FINANCIAL GROUP, LLC 201,113$22,198,74116.43%
Crane Advisory, LLC 432,798$47,703,02016.21%
Allred Capital Management, LLC 274,859$30,371,87616.09%
View complete list of ISHARES TR shareholders