Carroll Financial Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 447 filers reported holding ISHARES TR in Q4 2021. 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$2,493,000
+41.7%
38,083
+22.7%
0.13%
+35.7%
Q3 2021$1,759,000
+0.7%
31,050
+500.0%
0.10%
-1.0%
Q2 2021$1,746,000
+6.6%
5,175
-2.8%
0.10%
-2.0%
Q1 2021$1,638,000
+4.2%
5,324
+1.6%
0.10%
-3.8%
Q4 2020$1,572,000
+15.2%
5,239
+1.2%
0.10%0.0%
Q3 2020$1,365,000
+3.4%
5,178
-7.6%
0.10%
-4.5%
Q2 2020$1,320,000
+47.2%
5,606
+14.0%
0.11%
+25.0%
Q1 2020$897,000
+19.9%
4,919
+38.3%
0.09%
+49.2%
Q4 2019$748,000
+26.1%
3,558
+10.9%
0.06%
+13.5%
Q3 2019$593,000
+1.0%
3,209
-2.0%
0.05%
+2.0%
Q2 2019$587,000
+6.3%
3,275
+1.3%
0.05%
-1.9%
Q1 2019$552,000
+23.2%
3,232
+3.7%
0.05%
+4.0%
Q4 2018$448,000
-16.1%
3,117
+2.1%
0.05%
-10.7%
Q3 2018$534,000
+6.0%
3,052
-0.4%
0.06%
+3.7%
Q2 2018$504,000
+12.8%
3,064
+8.5%
0.05%
+10.2%
Q1 2018$447,000
+13.2%
2,824
+9.7%
0.05%
+14.0%
Q4 2017$395,000
+6.5%
2,5740.0%0.04%
+2.4%
Q3 2017$371,000
+20.1%
2,574
+8.9%
0.04%
+13.5%
Q2 2017$309,000
+87.3%
2,364
+78.0%
0.04%
+76.2%
Q1 2017$165,000
+61.8%
1,328
+42.8%
0.02%
+40.0%
Q4 2016$102,000
+209.1%
930
+204.9%
0.02%
+200.0%
Q3 2016$33,000
+37.5%
305
+19.6%
0.01%
+25.0%
Q2 2016$24,000
-4.0%
2550.0%0.00%
-20.0%
Q1 2016$25,000
+525.0%
255
+410.0%
0.01%
+400.0%
Q4 2015$4,0000.0%500.0%0.00%0.0%
Q3 2015$4,000
-20.0%
500.0%0.00%0.0%
Q2 2015$5,000
-73.7%
50
-75.0%
0.00%
-87.5%
Q1 2015$19,0000.0%2000.0%0.01%
-33.3%
Q4 2014$19,000
+5.6%
2000.0%0.01%
+100.0%
Q3 2014$18,0000.0%2000.0%0.01%
+20.0%
Q2 2014$18,000
+38.5%
200
+33.3%
0.01%
+25.0%
Q1 2014$13,000
+8.3%
1500.0%0.00%0.0%
Q4 2013$12,000
+9.1%
1500.0%0.00%0.0%
Q3 2013$11,0001500.0%0.00%
Q2 2013$01500.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Goodwin Investment Advisory 71,969$3,289,010,0002.54%
Intelligence Driven Advisers, LLC 271,883$12,602,0002.47%
Empowered Funds, LLC 394,198$18,015,0002.32%
OmniStar Financial Group, Inc. 43,833$2,003,0002.22%
4J Wealth Management LLC 38,119$1,742,0002.19%
PATTEN & PATTEN INC/TN 526,773$24,074,0002.11%
FORTE ASSET MANAGEMENT LLC 66,304$3,030,0002.10%
Flagship Private Wealth, LLC 45,899$2,098,0002.04%
Outlook Wealth Advisors, LLC 103,624$4,735,0001.94%
Dentgroup LLC 34,579$1,580,0001.76%
View complete list of ISHARES TR shareholders