Castleview Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 718 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.5%.

Quarter-by-quarter ownership
Castleview Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$37,562
+70.3%
421
+81.5%
0.04%
+75.0%
Q2 2023$22,061
+1.6%
2320.0%0.02%
+5.3%
Q1 2023$21,713
+2.5%
2320.0%0.02%
-9.5%
Q4 2022$21,183
+11.5%
2320.0%0.02%
+16.7%
Q3 2022$19,000
-99.8%
232
+109.0%
0.02%
+200.0%
Q2 2022$7,681,000
+33295.7%
111
-52.2%
0.01%
-57.1%
Q1 2022$23,000
-90.1%
232
-99.0%
0.01%
+600.0%
Q4 2021$232,000
+1833.3%
24,241
+20797.4%
0.00%
-60.0%
Q2 2021$12,0001160.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,206,522$126,070,00015.26%
RGT Wealth Advisors, LLC 872,930$91,212,00013.92%
Palisades Hudson Asset Management, L.P. 306,344$32,010,00013.66%
Kaydan Wealth Management, Inc. 205,215$21,442,9528.12%
Probity Advisors, Inc. 279,882$29,245,0005.78%
Forbes Financial Planning, Inc. 54,532$5,700,0005.62%
Sterling Financial Planning, Inc. 83,623$8,738,0005.46%
Stone Asset Management Inc. 78,769$8,231,0004.85%
ETFIDEA, LLC 113,210$11,829,3134.75%
SOUNDMARK WEALTH MANAGEMENT, LLC 56,659$5,920,0004.05%
View complete list of ISHARES TR shareholders