CALTON & ASSOCIATES, INC. - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 716 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.7%.

Quarter-by-quarter ownership
CALTON & ASSOCIATES, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$2,459,000
+1087.9%
23,010
+801.6%
0.73%
+1524.4%
Q2 2020$207,000
-8.0%
2,552
+11.3%
0.04%0.0%
Q4 2019$225,000
-13.5%
2,293
-16.9%
0.04%
-22.4%
Q3 2019$260,000
+7.4%
2,758
+7.9%
0.06%
-14.7%
Q2 2019$242,000
-45.1%
2,556
-45.9%
0.07%
-49.3%
Q1 2019$441,000
+110.0%
4,722
+108.5%
0.13%
+152.8%
Q4 2017$210,0002,2650.05%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Titus Wealth Management 159,714$13,493,000,00012.98%
Stratford Consulting, LLC 377,305$31,875,00012.14%
LBMC INVESTMENT ADVISORS, LLC 409,632$34,606,0005.99%
Gunma Bank,Ltd. 61,000$5,153,0005.69%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 212,277$17,933,0005.50%
Smart Money Group LLC 54,996$4,646,0004.72%
Divergent Wealth Advisors 145,255$12,271,0004.59%
Sanchez Wealth Management Group 54,578$4,524,0004.57%
Wharton Business Group, LLC 510,276$43,108,0004.46%
Keystone Financial Planning, Inc. 75,169$6,350,0003.54%
View complete list of ISHARES TR shareholders