CALTON & ASSOCIATES, INC. - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 152 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.18 and the average weighting 0.1%.

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 Q1 2021
NameSharesValueWeighting ↓
Lionsbridge Wealth Management LLC 11,202$1,570,0001.69%
MinichMacGregor Wealth Management, LLC 31,872$4,468,0001.36%
First Citizens Financial Corp 12,280$1,722,0001.26%
EWG Elevate Inc. 13,359$1,873,0000.92%
Navis Wealth Advisors, LLC 7,538$1,057,0000.89%
Consilium Wealth Advisory, LLC 7,743$1,086,0000.70%
Pathway Financial Advisors LLC 12,560$1,646,0000.59%
UNIONVIEW, LLC 4,036$566,0000.53%
Vahanian & Associates Financial Planning Inc. 4,656$653,0000.53%
SOUTHERN CAPITAL ADVISORS, LLC 5,164$724,0000.45%
View complete list of ISHARES TR shareholders