CALTON & ASSOCIATES, INC. - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 587 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.

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 Q1 2022
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 611,274$43,237,00026.36%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 8,933,000$633,708,00023.32%
Acorns Advisers, LLC 19,472,655$1,381,390,00022.50%
KEMPER Corp 1,213,087$86,056,00018.32%
AlphaCore Capital LLC 590,975$41,924,00018.28%
Brightworth 2,776,970$196,998,00018.04%
Newman & Schimel, LLC 447,655$31,757,00018.01%
AMICA MUTUAL INSURANCE CO 2,929,645$207,829,00017.57%
Hardy Reed LLC 1,286,093$91,235,00015.02%
AAF Wealth Management, LLC 265,806$18,860,00013.64%
View complete list of ISHARES TR shareholders