Castle Rock Wealth Management, LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 316 filers reported holding ISHARES U S ETF TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Castle Rock Wealth Management, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q2 2024$2,270,220
+0.5%
45,322
+0.2%
0.57%
-8.1%
Q1 2024$2,259,372
+1.5%
45,251
+2.5%
0.62%
-8.6%
Q4 2023$2,226,367
+1.5%
44,139
+0.1%
0.68%
-8.3%
Q3 2023$2,193,504
+0.7%
44,082
+0.3%
0.74%
-1.1%
Q2 2023$2,179,169
+184.2%
43,966
+184.2%
0.74%
+171.5%
Q1 2023$766,756
+0.5%
15,468
+0.4%
0.27%
-19.6%
Q4 2022$763,077
-15.6%
15,400
-16.3%
0.34%
-25.2%
Q3 2022$904,000
-0.2%
18,394
-0.2%
0.46%
-1.3%
Q2 2022$906,000
-0.7%
18,427
+0.1%
0.46%
+10.0%
Q1 2022$912,000
-0.8%
18,415
+0.1%
0.42%
+12.0%
Q4 2021$919,000
+21.7%
18,402
+21.9%
0.38%
+45.3%
Q3 2021$755,000
+6.9%
15,095
+7.2%
0.26%
-0.4%
Q2 2021$706,000
+63.8%
14,085
+64.1%
0.26%
+48.9%
Q1 2021$431,000
+86.6%
8,581
+88.4%
0.17%
-32.0%
Q2 2019$231,0004,5540.26%
Other shareholders
ISHARES U S ETF TR shareholders Q2 2019
NameSharesValueWeighting ↓
TAP Consulting, LLC 2,060,323$101,492,00027.17%
Columbia Trust Co 01012016 502,489$24,753,00013.98%
Bramshill Investments, LLC 1,986,770$97,868,00013.88%
RETIREMENT CAPITAL STRATEGIES 440,696$21,709,0009.93%
Clearwater Capital Advisors, LLC 1,183,483$58,298,0008.05%
TRUSTCORE FINANCIAL SERVICES, LLC 1,398,429$68,887,0006.54%
EP Wealth Advisors, LLC 5,668,677$279,239,0006.33%
Rosenberg Matthew Hamilton 304,861$15,017,0005.81%
UBP Investment Advisors SA 192,152$9,470,0004.88%
Kore Private Wealth LLC 531,103$26,162,0004.73%
View complete list of ISHARES U S ETF TR shareholders