Carroll Financial Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 105 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$56,000
+12.0%
7750.0%0.00%0.0%
Q3 2021$50,0000.0%7750.0%0.00%0.0%
Q2 2021$50,000
+13.6%
775
+400.0%
0.00%0.0%
Q1 2021$44,0000.0%1550.0%0.00%0.0%
Q4 2020$44,000
+7.3%
1550.0%0.00%0.0%
Q3 2020$41,000
+13.9%
1550.0%0.00%0.0%
Q2 2020$36,000
+28.6%
1550.0%0.00%0.0%
Q1 2020$28,000
-12.5%
1550.0%0.00%0.0%
Q4 2019$32,000
+10.3%
1550.0%0.00%0.0%
Q3 2019$29,0000.0%1550.0%0.00%0.0%
Q2 2019$29,000
+3.6%
1550.0%0.00%0.0%
Q1 2019$28,000
+12.0%
1550.0%0.00%0.0%
Q4 2018$25,000
-10.7%
1550.0%0.00%0.0%
Q3 2018$28,000
+3.7%
1550.0%0.00%0.0%
Q2 2018$27,000
+8.0%
1550.0%0.00%0.0%
Q1 2018$25,000
+4.2%
1550.0%0.00%0.0%
Q4 2017$24,000
+9.1%
1550.0%0.00%0.0%
Q3 2017$22,000
+4.8%
1550.0%0.00%0.0%
Q2 2017$21,000
+5.0%
1550.0%0.00%0.0%
Q1 2017$20,0001550.00%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
Dentgroup LLC 88,781$6,376,0006.01%
Aspire Wealth Management Corp 101,841$7,314,0005.92%
KILEY JUERGENS WEALTH MANAGEMENT, LLC 195,107$14,013,0005.32%
FAS Wealth Partners, Inc. 785,874$56,441,0005.18%
Clearstead Advisors, LLC 855,188$61,420,0004.18%
Equitable Holdings, Inc. 3,187,243$228,908,0003.60%
Corsicana & Co. 56,551$4,061,0002.46%
Fortune 45 LLC 29,370$2,109,0001.85%
DB Wealth Management Group, LLC 38,609$2,773,0001.64%
Pinnacle Financial Group, LLC / IL 28,140$2,021,0001.56%
View complete list of ISHARES TR shareholders