Carroll Financial Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IXP and the CUSIP is 464287275. A total of 88 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.28 and the average weighting 0.1%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$5,0000.0%650.0%0.00%
Q3 2021$5,0000.0%650.0%0.00%
Q2 2021$5,0000.0%650.0%0.00%
Q1 2021$5,000
+25.0%
650.0%0.00%
Q4 2020$4,0000.0%650.0%0.00%
Q3 2020$4,0000.0%650.0%0.00%
Q2 2020$4,000
+33.3%
650.0%0.00%
Q1 2020$3,0000.0%650.0%0.00%
Q4 2019$3,0000.0%650.0%0.00%
Q3 2019$3,0000.0%650.0%0.00%
Q2 2019$3,0000.0%650.0%0.00%
Q1 2019$3,0000.0%650.0%0.00%
Q4 2018$3,0000.0%650.0%0.00%
Q3 2018$3,0000.0%650.0%0.00%
Q2 2018$3,0000.0%650.0%0.00%
Q1 2018$3,0000.0%650.0%0.00%
Q4 2017$3,0000.0%650.0%0.00%
Q3 2017$3,0000.0%650.0%0.00%
Q2 2017$3,0000.0%650.0%0.00%
Q1 2017$3,000650.00%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
Newfound Research LLC 76,065$4,670,0004.38%
1 NORTH WEALTH SERVICES LLC 38,517$2,365,0001.46%
Aveo Capital Partners, LLC 50,458$3,098,0001.23%
CORRADO ADVISORS, LLC 15,945$979,0000.87%
ASSETMARK, INC 746,375$45,827,0000.35%
Destination Wealth Management 110,213$6,767,0000.34%
MERIDIAN INVESTMENT COUNSEL INC. 7,500$460,0000.23%
QUANTUM CAPITAL MANAGEMENT 5,635$346,0000.17%
WealthOne, LLC 3,610$222,0000.14%
Slow Capital, Inc. 5,785$355,0000.11%
View complete list of ISHARES TR shareholders