Castle Rock Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 144 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 1.57 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 Q3 2019
NameSharesValueWeighting ↓
Advocacy Wealth Management Services, LLC 493,875$20,807,00013.88%
Flaharty Asset Management, LLC 276,781$11,661,0004.42%
Proficio Capital Partners LLC 133,025$5,604,0002.09%
SMH CAPITAL ADVISORS INC 17,123$721,0001.58%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 320,418$13,499,0001.32%
Cornerstone Wealth Group, LLC 116,684$4,916,0001.23%
Edge Wealth Management LLC 115,837$4,880,0001.12%
TCG Advisors, LP 31,215$1,315,0000.95%
IFP Advisors, Inc 314,932$13,248,0000.89%
Nan Shan Life Insurance Co., Ltd. 652,014$27,469,0000.76%
View complete list of ISHARES TR shareholders