CALTON & ASSOCIATES, INC. - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 213 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
CALTON & ASSOCIATES, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$252,490
+4.9%
2,381
-1.0%
0.12%
+5.4%
Q1 2023$240,805
-74.8%
2,404
-72.1%
0.11%
-38.5%
Q2 2021$956,000
+128.7%
8,603
+117.5%
0.18%
+124.7%
Q1 2021$418,000
-46.4%
3,956
-50.7%
0.08%
-41.7%
Q4 2020$780,000
+162.6%
8,032
+354.0%
0.14%
+131.7%
Q4 2019$297,000
+7325.0%
1,769
+6451.9%
0.06%
+5900.0%
Q4 2017$4,000270.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
First Citizens Financial Corp 39,717$4,007,0482.82%
MAGNOLIA CAPITAL MANAGEMENT LTD 22,010$2,2212.16%
Modus Advisors, LLC 43,496$4,388,2971.91%
SOUTHERN CAPITAL ADVISORS, LLC 18,411$1,857,5251.54%
Royal Fund Management, LLC 88,259$8,904,4641.20%
Rainsberger Wealth Advisors, Inc. 19,016$1,918,5601.18%
EUDAIMONIA ADVISORS LLC 13,460$1,357,9630.95%
PLANNING DIRECTIONS INC 10,790$1,0890.83%
WEALTH ADVISORS, INC. 16,356$1,650,1570.74%
Shulman DeMeo Asset Management LLC 19,194$1,936,4600.65%
View complete list of ISHARES TR shareholders