CASTLE WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 208 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
CASTLE WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,111,414
+2.2%
54,329
+8.7%
2.22%
+4.4%
Q2 2023$3,045,355
+17.3%
49,973
+10.8%
2.12%
+5.7%
Q1 2023$2,596,359
+11.8%
45,107
+4.7%
2.01%
+37.7%
Q4 2022$2,321,366
+15.5%
43,084
+8.1%
1.46%
+19.8%
Q3 2022$2,009,000
+8.0%
39,871
+11.3%
1.22%
+12.7%
Q2 2022$1,860,00035,8071.08%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Marmo Financial Group, LLC 204,176$11,664,54811.07%
Cosner Financial Group, LLC 147,004$8,398,3397.40%
Cornerstone Planning Group LLC 231,941$13,250,7995.05%
CAPITAL WEALTH MANAGEMENT, LLC 159,052$9,086,6414.98%
CREATIVE FINANCIAL DESIGNS INC /ADV 613,142$35,028,7774.08%
Scott Capital Advisors, LLC 145,876$8,409,7493.35%
ETFIDEA, LLC 123,457$7,053,0983.00%
Matrix Trust Co 169,277$9,6712.52%
Integrated Investment Consultants, LLC 137,377$7,848,3412.43%
FORTE CAPITAL LLC /ADV 270,366$15,445,9832.38%
View complete list of ISHARES TR shareholders