Castle Rock Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 381 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 4.68 and the average weighting 0.4%.

Quarter-by-quarter ownership
Castle Rock Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$474,000
-25.4%
7,831
-27.0%
0.22%
-15.8%
Q4 2021$635,000
-79.0%
10,731
-76.8%
0.26%
-75.0%
Q3 2021$3,021,000
+9.7%
46,250
+5.2%
1.03%
+2.3%
Q2 2021$2,755,000
+7.4%
43,974
+514.7%
1.01%
-2.1%
Q1 2021$2,564,000
+8.3%
7,154
+1.9%
1.03%
+5.0%
Q4 2020$2,367,000
+76.1%
7,022
+61.4%
0.98%
+11.7%
Q3 2020$1,344,000
-14.6%
4,351
-19.1%
0.88%
-4.4%
Q2 2020$1,574,000
+36.9%
5,381
+20.2%
0.92%
-7.1%
Q1 2020$1,150,000
+65.0%
4,476
+75.7%
0.99%
+58.0%
Q4 2019$697,0002,5470.63%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Hall Private Wealth Advisors 212,008$13,961,0008.67%
Bullseye Investment Management, LLC 136,626$8,997,0006.55%
OGOREK ANTHONY JOSEPH /NY/ /ADV 200,973$13,234,0005.65%
Madden Advisory Services, Inc. 122,397$8,060,0005.29%
OLIVER LAGORE VANVALIN INVESTMENT GROUP 1,067,020$70,270,0005.04%
CUMBERLAND ADVISORS INC 331,735$21,845,0004.58%
Safeguard Investment Advisory Group, LLC 110,697$7,289,0004.25%
Diversified, LLC 150,522$9,912,0004.19%
Flaharty Asset Management, LLC 343,176$22,598,0004.16%
Ahrens Investment Partners LLC 140,861$9,276,0004.10%
View complete list of ISHARES TR shareholders