Carroll Financial Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 141 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 1.59 and the average weighting 0.3%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$63,000
-91.8%
115
-93.4%
0.00%
-93.0%
Q3 2021$773,000
+1386.5%
1,734
+1407.8%
0.04%
+1333.3%
Q2 2021$52,000
-93.5%
115
-93.9%
0.00%
-93.9%
Q1 2021$797,000
+22.8%
1,882
+9.9%
0.05%
+14.0%
Q4 2020$649,000
+5.7%
1,712
-15.2%
0.04%
-8.5%
Q3 2020$614,000
+14.3%
2,018
+1.8%
0.05%
+4.4%
Q2 2020$537,000
+89.1%
1,983
+43.0%
0.04%
+60.7%
Q1 2020$284,000
-39.6%
1,387
-25.9%
0.03%
-24.3%
Q4 2019$470,000
+24.3%
1,872
+4.5%
0.04%
+12.1%
Q3 2019$378,000
+2600.0%
1,792
+2423.9%
0.03%
+3200.0%
Q2 2019$14,000
+7.7%
710.0%0.00%0.0%
Q1 2019$13,000
+18.2%
710.0%0.00%0.0%
Q4 2018$11,000
-15.4%
710.0%0.00%0.0%
Q3 2018$13,000
+8.3%
710.0%0.00%0.0%
Q2 2018$12,0000.0%710.0%0.00%0.0%
Q1 2018$12,0000.0%710.0%0.00%0.0%
Q4 2017$12,000710.00%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
RWQ Financial Management Services, Inc. 9,692$3,372,5556.68%
Legend Financial Advisors, Inc. 21,685$7,545,9176.60%
Hobart Private Capital, LLC 24,373$8,481,3175.74%
Strategic Vision Investment Ltd 36,500$12,701,2704.57%
Albar Capital Ltd 34,576$12,031,7564.50%
Bulltick Wealth Management, LLC 39,564$13,767,4813.91%
AFFINITY WEALTH MANAGEMENT LLC 45,642$15,882,5813.76%
360 Financial, Inc. 17,961$5,724,6223.72%
FIRST NATIONAL CORP /MA/ /ADV 36,421$12,673,6313.13%
Safeguard Investment Advisory Group, LLC 13,876$4,840,3972.98%
View complete list of ISHARES TR shareholders