CALTON & ASSOCIATES, INC. - ISHARES TR ownership

ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 205 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
CALTON & ASSOCIATES, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$292,000
-35.4%
4,982
-35.6%
0.06%
-25.6%
Q2 2021$452,000
+10.2%
7,740
-1.1%
0.09%
+7.5%
Q1 2021$410,000
+6.8%
7,828
-1.4%
0.08%
+15.9%
Q4 2020$384,0007,9410.07%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
AGINCOURT CAPITAL MANAGEMENT, LLC 196,108$9,252,3759.98%
S. R. Schill & Associates 348,916$16,461,8687.99%
MBE Wealth Management, LLC 223,365$10,538,3756.05%
Financial & Tax Architects, LLC 349,702$16,498,9405.12%
TPG Financial Advisors, LLC 197,429$9,314,6924.82%
Biltmore Wealth Management, LLC 187,227$8,833,3924.26%
Legacy Financial Group LLC 264,954$12,500,535,0002.94%
Ellenbecker Investment Group 237,289$11,1952.90%
Heritage Financial Services, LLC 304,574$14,369,8172.81%
Wiser Wealth Management, Inc 138,423$6,530,7992.66%
View complete list of ISHARES TR shareholders