CASTLE WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,755 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.51 and the average weighting 1.3%.

Quarter-by-quarter ownership
CASTLE WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,485,195
-1.1%
17,914
+3.3%
3.20%
+1.1%
Q2 2023$4,535,385
+11.9%
17,345
+7.1%
3.16%
+0.8%
Q1 2023$4,053,102
-65.1%
16,202
-66.3%
3.14%
-57.0%
Q4 2022$11,615,842
+10.3%
48,021
-0.1%
7.31%
+14.3%
Q3 2022$10,535,000
-11.8%
48,050
-8.9%
6.39%
-8.0%
Q2 2022$11,938,00052,7716.95%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 748,496$108,824,00042.63%
Pachira Investments Inc. 46,774$6,729,00027.00%
Leonard Rickey Investment Advisors P.L.L.C. 228,867$32,925,00025.54%
HBC Financial Services, PLLC 150,155$20,335,00023.05%
Affiance Financial, LLC 179,372$25,804,00017.79%
Lee Financial Co 365,578$52,592,00017.45%
Millburn Ridgefield Corp 2,025,674$291,413,00017.42%
Independent Order of Foresters 101,500$14,602,00017.16%
ARKANSAS FINANCIAL GROUP, INC. 312,694$44,984,00016.72%
LVZ, Inc. 457,036$65,749,00016.06%
View complete list of ISHARES TR shareholders