CALTON & ASSOCIATES, INC. - ISHARES TR ownership

ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 277 filers reported holding ISHARES TR in Q2 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 2023$408,733
+3.0%
5,353
-2.0%
0.19%
+3.8%
Q1 2023$396,814
+24.8%
5,464
+19.4%
0.18%
+49.6%
Q4 2022$318,042
+0.3%
4,578
-0.6%
0.12%
-32.4%
Q3 2022$317,000
-4.8%
4,606
-4.1%
0.18%
-1.6%
Q2 2022$333,000
+13.3%
4,801
+35.7%
0.18%
+112.6%
Q1 2022$294,000
-7.0%
3,537
-0.5%
0.09%
+3.6%
Q4 2021$316,000
+30.0%
3,553
-8.4%
0.08%
+71.4%
Q4 2019$243,000
+7.5%
3,880
-0.1%
0.05%
-2.0%
Q3 2019$226,000
-2.6%
3,882
-0.3%
0.05%
-24.2%
Q2 2019$232,0003,8920.07%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Friedenthal Financial 71,014$4,893,0003.41%
Aspire Wealth Management Corp 43,555$3,001,0002.83%
360 Financial, Inc. 50,015$3,446,0002.24%
Buttonwood Financial Group, LLC 31,111$2,101,0002.18%
AIRE ADVISORS, LLC 85,004$5,857,0002.02%
Baron Financial Group, LLC 38,925$2,682,0001.81%
MCMORGAN & CO LLC 107,335$7,395,0001.75%
LPWM LLC 41,623$2,868,0001.71%
Future Financial Wealth Managment LLC 19,900$1,380,0001.59%
HORIZON FINANCIAL SERVICES, LLC 24,636$1,697,0001.51%
View complete list of ISHARES TR shareholders