Castle Rock Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 558 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.49 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 2021
NameSharesValueWeighting ↓
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 25,386$7,359,0008.04%
LUCAS CAPITAL MANAGEMENT 16,552$4,382,0006.00%
OGOREK ANTHONY JOSEPH /NY/ /ADV 30,800$8,155,0005.77%
CUMBERLAND ADVISORS INC 55,959$14,816,0005.61%
BANK HAPOALIM BM 86,167$22,815,0005.34%
Baltimore-Washington Financial Advisors, Inc. 34,864$35,681,0004.91%
PURA VIDA INVESTMENTS, LLC 188,000$49,777,0004.79%
Holistic Financial Partners 20,561$5,444,0004.70%
Cavalier Investments, LLC 30,647$8,114,0004.69%
J Arnold Wealth Management Co 19,562$5,179,0004.34%
View complete list of ISHARES TR shareholders