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 357 filers reported holding ISHARES U S ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Castle Rock Wealth Management, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
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 Q3 2021
NameSharesValueWeighting ↓
Bramshill Investments, LLC 2,124,958$105,334,00014.59%
Columbia Trust Co 01012016 511,929$25,351,00011.87%
Enstar Group LTD 915,711$45,392,00010.36%
Clearwater Capital Advisors, LLC 1,243,146$61,623,0007.06%
B, B, H, & B INC. 148,603$7,366,0006.94%
Navis Wealth Advisors, LLC 133,890$6,637,0005.88%
TRUSTCORE FINANCIAL SERVICES, LLC 1,354,860$67,160,0005.80%
Syverson Strege & Co 79,946$3,963,0004.31%
Rosenberg Matthew Hamilton 225,928$11,199,0003.92%
Roble, Belko & Company, Inc 407,622$20,206,0003.84%
View complete list of ISHARES U S ETF TR shareholders