CALTON & ASSOCIATES, INC. - ISHARES TR ownership

ISHARES TR's ticker is IBHC and the CUSIP is 46435U150. A total of 32 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
CALTON & ASSOCIATES, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$343,000
-88.7%
14,071
-88.5%
0.09%
-86.1%
Q3 2021$3,030,000
+10.9%
122,853
+11.4%
0.66%
+27.7%
Q2 2021$2,733,000110,2450.52%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
ABSOLUTE CAPITAL MANAGEMENT, LLC 376,126$8,799,00014.12%
Peloton Wealth Strategists 101,300$2,370,0001.16%
Asset Dedication, LLC 170,602$3,984,0000.59%
Northstar Group, Inc. 53,817$1,260,0000.36%
VALLEY NATIONAL ADVISERS INC 70,883$1,660,0000.35%
COLTON GROOME FINANCIAL ADVISORS, LLC 16,000$374,0000.19%
Timber Creek Capital Management LLC 23,998$561,0000.19%
Bellecapital International Ltd. 25,964$607,0000.17%
McLean Asset Management Corp 17,542$410,0000.16%
Bradley & Co. Private Wealth Management, LLC 5,717$133,0000.15%
View complete list of ISHARES TR shareholders