Castle Rock Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 744 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 155.32 and the average weighting 0.5%.

Quarter-by-quarter ownership
Castle Rock Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2020$262,000
-18.1%
7,290
-23.5%
0.15%
-44.6%
Q1 2020$320,000
-53.7%
9,526
-47.2%
0.28%
-55.7%
Q4 2019$691,000
+110.0%
18,036
+102.4%
0.62%
+82.2%
Q3 2019$329,000
+62.1%
8,913
+67.1%
0.34%
-13.4%
Q4 2017$203,0005,3350.40%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 4,460,000$134,46946.73%
HARVEST VOLATILITY MANAGEMENT LLC 19,330$582,80019.33%
Edge Wealth Management LLC 1,511,573$45,573,93610.65%
Montis Financial, LLC 379,733$11,448,9377.67%
Sowa Financial Group, Inc. 287,082$8,6566.50%
Glaxis Capital Management, LLC 30,000$904,5005.77%
Spectrum Asset Management, Inc. 223,029$6,724,3425.74%
REDMONT WEALTH ADVISORS LLC 96,279$2,902,8125.10%
Insight Wealth Strategies, LLC 864,388$26,061,3055.03%
Moser Wealth Advisors, LLC 228,486$6,888,8574.84%
View complete list of ISHARES TR shareholders