CALTON & ASSOCIATES, INC. - ISHARES TR ownership

ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 414 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
CALTON & ASSOCIATES, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$276,000
-55.5%
2,615
-51.3%
0.08%
-50.3%
Q4 2021$620,000
-81.9%
5,368
-83.9%
0.16%
-77.9%
Q3 2021$3,419,000
-43.1%
33,394
-43.9%
0.75%
-34.5%
Q2 2021$6,010,000
+13.5%
59,518
+2.1%
1.14%
+10.8%
Q1 2021$5,295,000
+8.7%
58,319
+6.1%
1.03%
+18.5%
Q4 2020$4,873,000
+119.2%
54,945
+97.7%
0.87%
+90.4%
Q3 2020$2,223,000
+19.1%
27,790
+7.0%
0.46%
+12.3%
Q2 2020$1,867,000
+47.0%
25,978
+16.8%
0.41%
+29.6%
Q1 2020$1,270,00022,2470.31%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
HILLTOP WEALTH ADVISORS, LLC 242,857$23,030,16317.82%
Tanglewood Legacy Advisors, LLC 292,457$27,733,73516.63%
Madison Wealth Partners, Inc 327,310$31,038,78015.70%
Tennessee Valley Asset Management Partners 377,253$35,774,84411.76%
Veracity Capital LLC 260,986$24,749,31111.48%
Legacy Financial Group LLC 485,559$46,045,533,00010.83%
Cardinal Strategic Wealth Guidance 229,317$21,746,14410.08%
DOLIVER ADVISORS, LP 335,858$31,849,4149.59%
DDFG, Inc 271,196$25,717,5179.48%
ZRC WEALTH MANAGEMENT, LLC 106,362$10,086,2728.71%
View complete list of ISHARES TR shareholders