Carroll Financial Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 162 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 934.50 and the average weighting 0.1%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$131,000
+7.4%
1,4600.0%0.01%0.0%
Q3 2021$122,000
+0.8%
1,4600.0%0.01%0.0%
Q2 2021$121,000
+8.0%
1,4600.0%0.01%0.0%
Q1 2021$112,000
+0.9%
1,4600.0%0.01%0.0%
Q4 2020$111,000
+6.7%
1,4600.0%0.01%
-12.5%
Q3 2020$104,000
+4.0%
1,4600.0%0.01%0.0%
Q2 2020$100,000
-4.8%
1,460
-15.8%
0.01%
-20.0%
Q1 2020$105,000
-15.3%
1,734
-4.4%
0.01%0.0%
Q4 2019$124,000
+12.7%
1,8140.0%0.01%0.0%
Q3 2019$110,000
-0.9%
1,8140.0%0.01%0.0%
Q2 2019$111,000
+0.9%
1,8140.0%0.01%0.0%
Q1 2019$110,000
+6.8%
1,8140.0%0.01%
-9.1%
Q4 2018$103,000
-9.6%
1,8140.0%0.01%
-8.3%
Q3 2018$114,000
+11.8%
1,8140.0%0.01%
+9.1%
Q2 2018$102,000
+2.0%
1,814
+100.0%
0.01%0.0%
Q1 2018$100,000
-2.0%
9070.0%0.01%0.0%
Q4 2017$102,000
-19.0%
907
-18.3%
0.01%
-21.4%
Q3 2017$126,000
+0.8%
1,110
-3.4%
0.01%
-6.7%
Q2 2017$125,000
+5.9%
1,1490.0%0.02%0.0%
Q1 2017$118,000
+237.1%
1,149
+203.2%
0.02%
+200.0%
Q4 2016$35,000
-7.9%
3790.0%0.01%
-16.7%
Q3 2016$38,0000.0%3790.0%0.01%0.0%
Q2 2016$38,000
+26.7%
379
+20.3%
0.01%0.0%
Q1 2016$30,000
+25.0%
315
+30.2%
0.01%
+20.0%
Q4 2015$24,0000.0%2420.0%0.01%0.0%
Q3 2015$24,000
-7.7%
2420.0%0.01%
-16.7%
Q2 2015$26,0000.0%2420.0%0.01%
-45.5%
Q1 2015$26,000
+4.0%
2420.0%0.01%
-31.2%
Q4 2014$25,000
+25.0%
242
+19.2%
0.02%
+166.7%
Q3 2014$20,000
+5.3%
2030.0%0.01%
+20.0%
Q2 2014$19,000
+5.6%
2030.0%0.01%
-16.7%
Q1 2014$18,000
+5.9%
2030.0%0.01%0.0%
Q4 2013$17,000
+6.2%
2030.0%0.01%0.0%
Q3 2013$16,000
+6.7%
2030.0%0.01%
-14.3%
Q2 2013$15,0002030.01%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
Newfound Research LLC 45,670$4,994,0003.49%
Analyst IMS Investment Management Services Ltd. 53,292$5,827,0002.08%
EXENCIAL WEALTH ADVISORS, LLC 39,019$4,267,0001.75%
FUKOKU MUTUAL LIFE INSURANCE Co 102,000$11,154,0001.64%
FCA CORP /TX 29,113$3,183,0001.39%
Brinker Capital Investments, LLC 313,366$34,267,0001.30%
Greytown Advisors Inc. 5,900$645,0000.53%
MERIDIAN INVESTMENT COUNSEL INC. 6,970$762,0000.46%
WRAPMANAGER INC 10,672$1,167,0000.41%
Mirae Asset Global Investments Co., Ltd. 207,078$22,644,0000.39%
View complete list of ISHARES TR shareholders