CALTON & ASSOCIATES, INC. - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 141 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 2023$507,511
-62.1%
2,721
-59.3%
0.74%
+18.7%
Q2 2023$1,339,208
-37.4%
6,686
-37.8%
0.62%
-37.1%
Q1 2023$2,140,457
-4.0%
10,744
-2.3%
0.99%
+15.1%
Q4 2022$2,229,480
+59.6%
10,995
+41.5%
0.86%
+7.9%
Q3 2022$1,397,000
+99.9%
7,772
+116.8%
0.80%
+105.7%
Q2 2022$699,000
+23.1%
3,585
+11.6%
0.39%
+250.5%
Q1 2021$568,000
-41.9%
3,212
-43.0%
0.11%
-36.2%
Q4 2020$977,000
+263.2%
5,635
+213.1%
0.17%
+216.4%
Q3 2020$269,000
-13.5%
1,800
-37.4%
0.06%
-28.6%
Q1 2020$311,000
+1051.9%
2,876
+1282.7%
0.08%
+1000.0%
Q4 2017$27,0002080.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
WealthSpring Partners, LLC 60,785$11,336,9088.47%
D. SCOTT NEAL, INC. 43,223$8,135,6336.95%
Gilfoyle & Co LLC 10$1,9044.89%
Kaye Capital Management 53,477$9,973,9604.57%
Wyrmwood Management LLC 10$1,9104.51%
WealthCare Investment Partners, LLC 37,937$7,023,5694.27%
PGIM Custom Harvest LLC 511,824$95,460,3353.52%
Bellwether Advisors, LLC 66,949$12,486,6583.40%
SFI Advisors, LLC 17,532$3,269,8933.20%
Genesee Capital Advisors, LLC 16,659$3,107,1552.23%
View complete list of ISHARES TR shareholders