CALTON & ASSOCIATES, INC. - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 170 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.19 and the average weighting 0.4%.

Quarter-by-quarter ownership
CALTON & ASSOCIATES, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$230,600
-40.9%
1,740
-44.6%
0.11%
+25.9%
Q3 2021$390,000
-57.4%
3,138
-55.3%
0.08%
-51.1%
Q2 2021$916,000
-28.0%
7,025
-37.4%
0.17%
-23.3%
Q4 2020$1,273,00011,2270.23%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Kalos Management, Inc. 6,604$823,9811.86%
PGIM Custom Harvest LLC 276,580$34,508,8891.56%
First Citizens Financial Corp 13,463$1,6801.45%
SPC Financial, Inc. 98,060$12,235,0051.45%
Navis Wealth Advisors, LLC 7,701$960,7921.36%
Pinnacle Family Advisors, LLC 14,026$1,750,0241.25%
Vahanian & Associates Financial Planning Inc. 2,736$341,3711.12%
Stonebridge Financial Planning Group, LLC 7,722$963,4740.64%
Royal Fund Management, LLC 31,288$3,903,7670.62%
UNIONVIEW, LLC 4,083$509,4410.51%
View complete list of ISHARES TR shareholders