Carroll Financial Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,370 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.36 and the average weighting 1.3%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$6,093,000
-41.8%
21,597
-45.8%
0.32%
-44.4%
Q3 2021$10,474,000
-2.3%
39,816
-0.2%
0.58%
-3.6%
Q2 2021$10,718,000
+4.9%
39,884
+1.6%
0.61%
-3.3%
Q1 2021$10,214,000
+13.1%
39,244
-0.1%
0.63%
+4.5%
Q4 2020$9,031,000
+21.4%
39,297
-2.1%
0.60%
+4.7%
Q3 2020$7,436,000
-3.1%
40,127
-7.1%
0.57%
-10.3%
Q2 2020$7,676,000
+20.4%
43,172
-2.6%
0.64%
+2.2%
Q1 2020$6,374,000
-31.5%
44,313
-1.9%
0.63%
-15.3%
Q4 2019$9,301,000
+4.0%
45,192
-2.4%
0.74%
-5.4%
Q3 2019$8,945,000
-5.3%
46,295
-4.8%
0.78%
-5.1%
Q2 2019$9,450,000
+56.2%
48,651
+52.3%
0.82%
+45.1%
Q1 2019$6,048,000
+23.5%
31,936
+10.9%
0.57%
+4.0%
Q4 2018$4,898,000
-4.7%
28,807
+12.8%
0.54%
+0.2%
Q3 2018$5,141,000
+5.9%
25,542
+2.5%
0.54%
+5.0%
Q2 2018$4,854,000
+5.5%
24,923
+1.6%
0.52%
+2.6%
Q1 2018$4,601,000
-4.3%
24,534
-3.1%
0.50%
-4.0%
Q4 2017$4,806,000
+6.9%
25,325
+2.2%
0.53%
+2.7%
Q3 2017$4,495,000
+8.9%
24,777
+4.4%
0.51%
+2.6%
Q2 2017$4,129,000
+8.2%
23,737
+6.5%
0.50%
+2.7%
Q1 2017$3,815,000
+26.9%
22,285
+22.5%
0.49%
+13.3%
Q4 2016$3,006,000
+32.7%
18,185
+24.2%
0.43%
+26.2%
Q3 2016$2,265,000
+70.8%
14,643
+64.9%
0.34%
+53.2%
Q2 2016$1,326,000
+51.9%
8,880
+46.5%
0.22%
+37.0%
Q1 2016$873,000
+4.7%
6,061
+1.2%
0.16%
-6.9%
Q4 2015$834,000
-5.1%
5,991
-3.2%
0.17%
-10.8%
Q3 2015$879,000
-2.3%
6,191
+3.1%
0.20%
-3.0%
Q2 2015$900,000
-1.7%
6,003
-0.4%
0.20%
-50.0%
Q1 2015$916,000
+17.4%
6,030
+13.1%
0.40%
-19.3%
Q4 2014$780,000
+2.1%
5,3320.0%0.50%
+111.0%
Q3 2014$764,000
+0.1%
5,3320.0%0.24%
+10.8%
Q2 2014$763,000
+10.4%
5,332
+6.1%
0.21%
-6.2%
Q1 2014$691,000
+9.9%
5,026
+6.8%
0.23%
+1.3%
Q4 2013$629,000
+22.1%
4,706
+13.3%
0.22%
+15.5%
Q3 2013$515,000
+7.5%
4,1550.0%0.19%
-17.4%
Q2 2013$479,0004,1550.24%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 748,496$108,824,00042.63%
Pachira Investments Inc. 46,774$6,729,00027.00%
Leonard Rickey Investment Advisors P.L.L.C. 228,867$32,925,00025.54%
HBC Financial Services, PLLC 150,155$20,335,00023.05%
Affiance Financial, LLC 179,372$25,804,00017.79%
Lee Financial Co 365,578$52,592,00017.45%
Millburn Ridgefield Corp 2,025,674$291,413,00017.42%
Independent Order of Foresters 101,500$14,602,00017.16%
ARKANSAS FINANCIAL GROUP, INC. 312,694$44,984,00016.72%
LVZ, Inc. 457,036$65,749,00016.06%
View complete list of ISHARES TR shareholders