Carroll Financial Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 165 filers reported holding ISHARES TR in Q2 2020. 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
Q3 2021$749,000
+9.5%
9,692
+10.0%
0.04%
+7.7%
Q2 2021$684,000
+4.0%
8,814
+0.2%
0.04%
-2.5%
Q1 2021$658,000
+20.7%
8,795
+13.7%
0.04%
+11.1%
Q4 2020$545,000
+2.4%
7,734
+263.3%
0.04%
-12.2%
Q3 2020$532,000
+17.7%
2,129
+3.1%
0.04%
+7.9%
Q2 2020$452,000
+71.2%
2,065
+38.6%
0.04%
+46.2%
Q1 2020$264,000
-45.0%
1,490
-29.2%
0.03%
-31.6%
Q4 2019$480,000
-0.4%
2,104
-5.1%
0.04%
-9.5%
Q3 2019$482,000
-6.0%
2,218
-6.0%
0.04%
-6.7%
Q2 2019$513,000
+88.6%
2,360
+77.3%
0.04%
+80.0%
Q1 2019$272,0001,3310.02%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Beaumont Financial Partners, LLC 616,299$84,901,0004.09%
Quantitative Advantage, LLC 92,224$12,705,0003.17%
Concorde Asset Management, LLC 17,486$2,409,0003.02%
Simplicity Solutions, LLC 18,156$2,501,0002.97%
Polaris Wealth Advisory Group, LLC 94,510$13,020,0002.68%
Commonwealth Financial Services, LLC 21,448$2,955,0002.65%
PACIFIC FINANCIAL GROUP INC 52,780$7,271,0002.15%
SPC Financial, Inc. 44,155$6,083,0001.77%
FolioMetrix LLC 19,226$2,412,0001.71%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 16,485$2,271,0001.69%
View complete list of ISHARES TR shareholders