Castle Rock Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 148 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.90 and the average weighting 0.3%.

Quarter-by-quarter ownership
Castle Rock Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$596,000
+1.7%
12,724
-5.4%
0.54%
-11.8%
Q3 2019$586,000
-19.7%
13,454
-22.3%
0.61%
-24.8%
Q2 2019$730,00017,314
+58.1%
0.81%
Q1 2019$0
-100.0%
10,954
+29.9%
0.00%
-100.0%
Q3 2018$363,000
-2.4%
8,433
-1.5%
0.58%
+13.6%
Q2 2018$372,000
+76.3%
8,565
+72.1%
0.51%
+45.6%
Q1 2018$211,0004,9760.35%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
FWL INVESTMENT MANAGEMENT, LLC 429,741$9,600,4146.44%
VisionPoint Advisory Group, LLC 392,512$8,768,7273.76%
Mid-American Wealth Advisory Group, Inc. 190,181$4,092,7053.30%
Barry Investment Advisors, LLC 130,246$2,982,7881.07%
Mount Lucas Management LP 107,355$2,398,3110.85%
MIRABELLA FINANCIAL SERVICES LLP 163,730$3,657,7280.51%
Continuum Advisory, LLC 138,420$3,092,3030.50%
Future Financial Wealth Managment LLC 13,350$298,2390.33%
Castleview Partners, LLC 15,457$345,3090.32%
Safeguard Investment Advisory Group, LLC 25,334$565,8720.25%
View complete list of ISHARES TR shareholders