CALTON & ASSOCIATES, INC. - ISHARES TR ownership

ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 194 filers reported holding ISHARES TR in Q1 2022. 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
Q1 2022$367,000
-35.0%
3,301
-31.2%
0.11%
-27.8%
Q4 2021$565,000
+22.3%
4,798
+12.0%
0.15%
+49.5%
Q3 2021$462,000
+20.0%
4,285
+20.8%
0.10%
+38.4%
Q2 2021$385,000
+38400.0%
3,546
+50557.1%
0.07%
Q4 2017$1,00070.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Townsend & Associates, Inc 235,529$22,215,00016.18%
Lowe Wealth Advisors, LLC 45,504$4,292,0002.18%
Savant Capital, LLC 194,243$18,321,0001.07%
Sterling Investment Advisors, Ltd. 32,037$3,081,0001.05%
IBEX WEALTH ADVISORS 30,886$2,913,0000.76%
Mine & Arao Wealth Creation & Management, LLC. 10,727$1,012,0000.73%
Ballew Advisors, Inc 9,761$935,0000.72%
WASHBURN CAPITAL MANAGEMENT, INC. 10,718$1,011,0000.70%
Mathes Company, Inc. 17,260$1,628,0000.66%
TrinityPoint Wealth, LLC 24,867$2,410,0000.58%
View complete list of ISHARES TR shareholders