CASTLE WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is HEWU and the CUSIP is 46435G862. A total of 6 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
CASTLE WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$5,000
-54.5%
200
-55.6%
0.00%
-50.0%
Q2 2022$11,0004500.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
EFG Asset Management (Americas) Corp. 71,444$1,725,0000.67%
Richard Bernstein Advisors LLC 297,711$7,053,0000.55%
Venturi Wealth Management, LLC 35,549$819,0000.19%
Virtu KCG Holdings LLC 23,161$549,0000.02%
UBS Group AG 772,425$18,298,0000.01%
BANK OF AMERICA CORP /DE/ 1,204,927$28,545,0000.01%
AMERIPRISE FINANCIAL INC 367,546$8,703,0000.01%
STIFEL FINANCIAL CORP 49,063$1,165,0000.01%
JANE STREET GROUP, LLC 24,654$584,0000.00%
WELLS FARGO & COMPANY/MN 568$13,0000.00%
View complete list of ISHARES TR shareholders