Carroll Financial Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 139 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2020$4,0000.0%2500.0%0.00%
Q1 2020$4,000
-42.9%
2500.0%0.00%
-100.0%
Q4 2019$7,0000.0%2500.0%0.00%0.0%
Q3 2019$7,000
-41.7%
250
-34.2%
0.00%0.0%
Q2 2019$12,000
+50.0%
380
+52.0%
0.00%0.0%
Q1 2019$8,000
+14.3%
2500.0%0.00%0.0%
Q4 2018$7,000
-22.2%
2500.0%0.00%0.0%
Q3 2018$9,0000.0%2500.0%0.00%0.0%
Q2 2018$9,000
+12.5%
2500.0%0.00%0.0%
Q1 2018$8,0000.0%2500.0%0.00%0.0%
Q4 2017$8,0000.0%2500.0%0.00%0.0%
Q3 2017$8,000
-72.4%
250
-73.7%
0.00%
-75.0%
Q2 2017$29,000
-6.5%
9500.0%0.00%0.0%
Q1 2017$31,000
-6.1%
9500.0%0.00%
-20.0%
Q4 2016$33,000
+6.5%
9500.0%0.01%0.0%
Q3 2016$31,000
+3.3%
9500.0%0.01%0.0%
Q2 2016$30,000
+7.1%
9500.0%0.01%0.0%
Q1 2016$28,000
+47.4%
950
+35.7%
0.01%
+25.0%
Q4 2015$19,000
-13.6%
7000.0%0.00%
-20.0%
Q3 2015$22,000
-8.3%
7000.0%0.01%0.0%
Q2 2015$24,000
+500.0%
700
+600.0%
0.01%
+150.0%
Q1 2015$4,0000.0%1000.0%0.00%
-33.3%
Q4 2014$4,000
-83.3%
100
-83.3%
0.00%
-57.1%
Q3 2014$24,000
-17.2%
6000.0%0.01%
-12.5%
Q2 2014$29,000
+11.5%
6000.0%0.01%
-11.1%
Q1 2014$26,000
+4.0%
6000.0%0.01%0.0%
Q4 2013$25,000
+4.2%
6000.0%0.01%0.0%
Q3 2013$24,000
+9.1%
6000.0%0.01%
-18.2%
Q2 2013$22,0006000.01%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
Verger Capital Management LLC 346,646$14,302,60612.64%
Versant Capital Management, Inc 375,069$15,475,3514.92%
Sterling Manor Financial, LLC 95,582$3,943,7143.57%
MFA WEALTH ADVISORS, LLC 237,163$9,785,3363.04%
ONE PLUS ONE WEALTH MANAGEMENT, LLC 108,770$4,487,8502.92%
Buttonwood Financial Group, LLC 87,245$3,524,7002.57%
Van Cleef Asset Management,Inc 306,179$12,632,9461.99%
Ayalon Insurance Comp Ltd. 108,710$4,4851.89%
Parcion Private Wealth LLC 405,399$16,726,7541.74%
Derbend Asset Management 54,785$2,260,4251.54%
View complete list of ISHARES TR shareholders