Castleview Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 375 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Castleview Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$8,862
-88.0%
190
-87.9%
0.01%
-87.7%
Q1 2023$73,798
-0.4%
1,565
-1.9%
0.06%
-9.7%
Q4 2022$74,071
+0.1%
1,595
-1.0%
0.07%
+1.4%
Q3 2022$74,000
-99.9%
1,611
-42.6%
0.07%
-34.9%
Q2 2022$137,661,000
+174154.4%
2,806
+70.6%
0.11%
+122.4%
Q1 2022$79,000
-94.7%
1,645
-97.8%
0.05%
+308.3%
Q4 2021$1,490,00075,1400.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
McClarren Financial Advisors, Inc. 575,285$29,379,00022.89%
INVESTMENT SECURITY GROUP INC /CO/ /ADV 723,797$36,964,00014.67%
Old North State Trust, LLC 315,716$16,124,00014.37%
Klaas Financial Asset Advisors, LLC 1,132,457$57,835,00014.11%
IRONWOOD WEALTH MANAGEMENT, INC. 370,479$18,920,00014.03%
Wilshire Advisors LLC 101,857$5,202,00013.85%
Prosperity Planning, Inc. 476,736$24,347,00013.28%
Campbell Wealth Management 1,467,934$74,967,00010.04%
Hudson Capital Management LLC 426,906$21,802,0008.73%
Courage Miller Partners, LLC 410,648$20,972,0008.43%
View complete list of ISHARES TR shareholders