CALTON & ASSOCIATES, INC. - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 444 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
CALTON & ASSOCIATES, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$220,000
-57.2%
3,317
-54.3%
0.06%
-52.6%
Q4 2021$514,000
-82.5%
7,258
-82.4%
0.14%
-78.6%
Q3 2021$2,930,000
-43.2%
41,279
-41.3%
0.64%
-34.6%
Q2 2021$5,156,000
+4.2%
70,335
-0.1%
0.98%
+1.8%
Q1 2021$4,947,000
+8.1%
70,388
+3.4%
0.96%
+18.0%
Q4 2020$4,575,000
+77.3%
68,089
+53.9%
0.82%
+54.0%
Q3 2020$2,581,000
+15.4%
44,235
+7.8%
0.53%
+8.8%
Q2 2020$2,237,000
+13.6%
41,034
-2.1%
0.49%
-0.2%
Q1 2020$1,970,000
-39.1%
41,914
-19.8%
0.49%
-24.9%
Q4 2019$3,236,000
+14.1%
52,284
+6.5%
0.65%
+3.2%
Q3 2019$2,836,000
+27.9%
49,092
+29.8%
0.63%
+0.6%
Q2 2019$2,218,000
+32.7%
37,828
+31.4%
0.63%
+23.0%
Q1 2019$1,672,00028,7880.51%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 594,395$43,428,00025.73%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 9,236,100$655,763,00024.09%
Acorns Advisers, LLC 17,514,355$1,243,520,00022.83%
Newman & Schimel, LLC 477,172$33,879,00021.18%
AlphaCore Capital LLC 557,890$39,610,00020.08%
Brightworth 2,670,472$189,603,00017.18%
Onyx Bridge Wealth Group LLC 555,111$40,479,00015.20%
Hardy Reed LLC 1,144,425$81,254,00014.44%
KEMPER Corp 1,213,087$86,129,00014.34%
ESL Trust Services, LLC 637,610$45,270,00013.80%
View complete list of ISHARES TR shareholders