CALTON & ASSOCIATES, INC. - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 278 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
CALTON & ASSOCIATES, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$3,520,000
-31.8%
73,342
-23.3%
1.96%
+27.6%
Q1 2022$5,161,000
-4.6%
95,646
+0.9%
1.53%
+6.2%
Q4 2021$5,412,000
+25.9%
94,818
+22.3%
1.44%
+53.5%
Q3 2021$4,299,000
+23.4%
77,514
+24.6%
0.94%
+42.1%
Q2 2021$3,485,000
+2.5%
62,233
-1.9%
0.66%0.0%
Q1 2021$3,399,000
+996.5%
63,452
+967.7%
0.66%
+1103.6%
Q4 2020$310,000
-16.0%
5,943
-21.9%
0.06%
-27.6%
Q3 2020$369,000
+5.1%
7,613
+0.7%
0.08%0.0%
Q2 2020$351,000
+3.5%
7,560
-7.6%
0.08%
-9.5%
Q1 2020$339,000
-15.0%
8,183
-1.8%
0.08%
+5.0%
Q4 2019$399,000
+731.2%
8,333
+683.9%
0.08%
+566.7%
Q4 2017$48,0001,0630.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Strategic Wealth Partners Group, LLC 955,561$46,288,00011.19%
ARQ WEALTH ADVISORS, LLC 155,668$7,541,0007.26%
Weaver Consulting Group 89,157$4,319,0002.49%
NORTHWEST WEALTH MANAGEMENT, LLC 60,126$2,913,0002.42%
Aveo Capital Partners, LLC 138,503$6,709,0002.42%
Madrona Financial Services, LLC 72,922$3,532,0002.22%
MARINO, STRAM & ASSOCIATES LLC 77,445$3,751,0002.00%
Professional Financial Advisors, LLC 31,235$1,484,0001.38%
Strategic Family Wealth Counselors, L.L.C. 43,609$2,112,0001.18%
PATTON ALBERTSON MILLER GROUP, LLC 86,002$4,166,0001.18%
View complete list of ISHARES TR shareholders