CALTON & ASSOCIATES, INC. - ISHARES TR ownership

ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 492 filers reported holding ISHARES TR in Q2 2022. 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 Q2 2022
NameSharesValueWeighting ↓
Vantage Financial Partners, LLC 464,658$38,892,00022.95%
Madison Wealth Partners, Inc 326,892$27,361,00017.38%
HILLTOP WEALTH ADVISORS, LLC 210,626$17,629,00017.17%
Tennessee Valley Asset Management Partners 377,060$31,560,00012.13%
Financial Council, LLC 105,261$8,810,00010.99%
Legacy Financial Group LLC 408,231$34,169,00010.78%
DOLIVER ADVISORS, LP 352,235$29,482,00010.47%
Veracity Capital LLC 214,699$17,970,0009.56%
ForthRight Wealth Management, LLC 197,265$16,511,0009.18%
Petix & Botte Co 114,588$9,591,0007.06%
View complete list of ISHARES TR shareholders