Castle Rock Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 361 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 1.77 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 Q1 2020
NameSharesValueWeighting ↓
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 22,202$5,847,0006.62%
J Arnold Wealth Management Co 17,375$4,593,0005.90%
LUCAS CAPITAL MANAGEMENT 17,325$4,579,0005.43%
CUMBERLAND ADVISORS INC 59,089$15,618,0005.38%
Jackson Financial Management 33,920$8,966,0004.63%
Concorde Asset Management, LLC 25,242$6,672,0004.62%
BANK HAPOALIM BM 77,000$20,353,0004.47%
SPC Financial, Inc. 68,564$18,123,0003.32%
Milestone Advisory Partners 23,135$6,115,0003.21%
MinichMacGregor Wealth Management, LLC 21,666$5,726,0003.19%
View complete list of ISHARES TR shareholders