CALTON & ASSOCIATES, INC. - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 175 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
CALTON & ASSOCIATES, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$2,126,000
-56.9%
75,259
-55.6%
0.46%
-50.3%
Q2 2021$4,929,000
+21.4%
169,425
+9.4%
0.94%
+18.5%
Q1 2021$4,060,000
+1.6%
154,797
-21.6%
0.79%
+10.8%
Q4 2020$3,996,000197,4270.71%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 300,000$14,229,0003.48%
Dentgroup LLC 74,336$3,525,7572.60%
PGIM Custom Harvest LLC 1,446,210$68,593,7342.53%
Bellwether Advisors, LLC 193,319$9,169,1202.50%
First Citizens Financial Corp 56,132$2,662,3411.88%
TCWP LLC 50,492$2,394,8361.82%
FORTE ASSET MANAGEMENT LLC 48,351$2,309,3221.55%
COTTONWOOD CAPITAL ADVISORS, LLC 33,100$1,569,9391.47%
Foundation Wealth Management, LLC 24,960$1,183,8501.18%
Ballew Advisors, Inc 24,805$1,113,7400.92%
View complete list of ISHARES TR shareholders