CALTON & ASSOCIATES, INC. - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 481 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
CALTON & ASSOCIATES, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$308,364
-30.5%
2,791
-30.8%
0.14%
-16.9%
Q4 2022$443,588
+50.4%
4,036
+50.3%
0.17%
+1.8%
Q3 2022$295,000
-0.3%
2,685
-0.3%
0.17%
+2.4%
Q2 2022$296,000
-27.6%
2,694
-27.5%
0.16%
+35.2%
Q1 2022$409,000
-34.6%
3,715
-34.4%
0.12%
-26.9%
Q4 2021$625,000
-49.5%
5,665
-49.5%
0.17%
-38.4%
Q3 2021$1,238,000
-76.0%
11,214
-76.0%
0.27%
-72.3%
Q2 2021$5,154,000
-36.1%
46,649
-36.0%
0.98%
-37.6%
Q1 2021$8,061,000
-20.1%
72,943
-20.1%
1.57%
-12.9%
Q4 2020$10,090,000
-17.7%
91,284
-17.5%
1.80%
-28.4%
Q3 2020$12,255,000
-8.9%
110,705
-8.9%
2.52%
-14.1%
Q2 2020$13,453,000
-17.1%
121,479
-16.9%
2.93%
-27.0%
Q1 2020$16,228,000
+34.4%
146,169
+33.7%
4.02%
+65.6%
Q4 2019$12,075,000
-1.5%
109,319
-1.4%
2.43%
-11.0%
Q3 2019$12,265,000
+12.7%
110,876
+12.8%
2.72%
-11.3%
Q2 2019$10,880,000
+8.2%
98,324
+8.1%
3.07%
+0.3%
Q1 2019$10,059,000
+236.3%
90,971
+235.5%
3.06%
+178.5%
Q4 2018$2,991,00027,1191.10%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
PEAVINE CAPITAL, LLC 1,887,881$208,139,00040.60%
Cornerstone Retirement Group, Inc. 1,827,938$201,465,00037.83%
Divergent Wealth Advisors 697,638$76,915,00015.95%
Titan Capital Management, LLC /TX 143,194$15,787,00015.87%
Milliman Financial Risk Management LLC 9,597,047$1,058,074,00013.75%
AGILIS PARTNERS LLC 175,749$19,376,0009.69%
Reliant Wealth Planning 159,554$17,591,0008.70%
Estate Counselors, LLC 579,530$63,893,0008.31%
AFFINIA FINANCIAL GROUP, LLC 93,744$10,332,0007.91%
QUATTRO FINANCIAL ADVISORS LLC 190,873$21,044,0007.09%
View complete list of ISHARES TR shareholders