CASTLE WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 187 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
CASTLE WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$18,000
-5.3%
2010.0%0.01%0.0%
Q2 2022$19,0002010.01%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 37,809$6,036,0003.35%
Savant Capital, LLC 112,248$17,919,0002.20%
TrinityPoint Wealth, LLC 16,006$2,555,0000.86%
TimeScale Financial, Inc. 16,429$2,622,0000.78%
Mine & Arao Wealth Creation & Management, LLC. 5,200$830,0000.78%
Mathes Company, Inc. 9,975$1,592,0000.74%
First Heartland Consultants, Inc. 21,220$3,388,0000.67%
IBEX WEALTH ADVISORS 12,888$2,057,0000.63%
Ballew Advisors, Inc 4,540$735,0000.63%
GenWealth Group, Inc. 9,736$1,554,0000.60%
View complete list of ISHARES TR shareholders