CALTON & ASSOCIATES, INC. - ISHARES TR ownership

ISHARES TR's ticker is INDA and the CUSIP is 46429B598. A total of 285 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.07 and the average weighting 0.3%.

Quarter-by-quarter ownership
CALTON & ASSOCIATES, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$1,231,772
+6.7%
28,187
-3.9%
0.57%
+7.1%
Q1 2023$1,154,535
-5.7%
29,3330.0%0.54%
+13.1%
Q4 2022$1,224,347
+56.8%
29,333
+53.1%
0.47%
+6.0%
Q3 2022$781,000
-6.5%
19,165
-9.7%
0.45%
-3.7%
Q2 2022$835,000
-15.8%
21,215
-4.8%
0.46%
+57.3%
Q1 2022$992,000
-4.4%
22,278
-1.7%
0.30%
+6.5%
Q4 2021$1,038,000
-6.1%
22,653
-0.3%
0.28%
+14.5%
Q3 2021$1,106,000
+4.6%
22,732
-4.8%
0.24%
+20.4%
Q2 2021$1,057,000
+12.9%
23,889
+7.7%
0.20%
+10.4%
Q1 2021$936,000
+5.5%
22,186
+0.6%
0.18%
+15.2%
Q4 2020$887,000
+15.2%
22,062
-3.0%
0.16%0.0%
Q3 2020$770,000
+15.3%
22,737
-1.2%
0.16%
+8.2%
Q2 2020$668,000
-33.5%
23,024
-44.7%
0.15%
-41.4%
Q1 2020$1,004,000
-34.0%
41,658
-3.7%
0.25%
-18.6%
Q4 2019$1,521,000
+2.9%
43,263
-1.8%
0.31%
-6.7%
Q3 2019$1,478,000
+1.9%
44,039
+7.2%
0.33%
-19.8%
Q2 2019$1,450,000
-3.1%
41,083
-3.2%
0.41%
-10.3%
Q1 2019$1,496,000
+0.9%
42,433
-4.6%
0.46%
-16.3%
Q4 2018$1,483,000
+9.3%
44,476
+6.4%
0.54%
+36.6%
Q3 2018$1,357,000
-6.0%
41,782
+3.8%
0.40%
-5.0%
Q2 2018$1,444,000
+10.7%
40,241
+5.2%
0.42%
+11.1%
Q1 2018$1,305,000
+4.0%
38,242
+15.9%
0.38%
+19.6%
Q4 2017$1,255,00033,0040.32%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Euclidean Capital LLC 4,850,288$214,479,73623.40%
Glovista Investments LLC 554,048$24,639,06914.62%
Virtus Fund Advisers, LLC 40,789$1,803,69012.78%
SUN LIFE FINANCIAL INC 2,426,800$107,3137.90%
Lake Hills Wealth Management, LLC 158,106$6,991,4477.08%
Rice Partnership, LLC 492,523$21,779,3676.16%
PEAK FINANCIAL ADVISORS LLC 119,340$5,277,2155.70%
Watershed Asset Management, L.L.C. 100,000$4,422,0005.21%
PRIMORIS WEALTH ADVISORS, LLC 89,267$3,947,3854.77%
INTREPID FAMILY OFFICE LLC 50,000$2,211,0003.54%
View complete list of ISHARES TR shareholders