Carroll Financial Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 635 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$1,004,000
+3.5%
11,791
-3.8%
0.05%
-1.9%
Q3 2021$970,000
-2.1%
12,2510.0%0.05%
-3.6%
Q2 2021$991,000
+3.2%
12,2510.0%0.06%
-5.1%
Q1 2021$960,000
+7.4%
12,251
-1.1%
0.06%0.0%
Q4 2020$894,000
+17.0%
12,383
+287.5%
0.06%0.0%
Q3 2020$764,000
+2.6%
3,196
-3.9%
0.06%
-4.8%
Q2 2020$745,000
+23.1%
3,326
-1.9%
0.06%
+5.1%
Q1 2020$605,000
-26.6%
3,392
-2.1%
0.06%
-9.2%
Q4 2019$824,000
+0.2%
3,464
-5.7%
0.06%
-9.7%
Q3 2019$822,000
-7.4%
3,673
-6.5%
0.07%
-6.5%
Q2 2019$888,000
-9.8%
3,928
-12.6%
0.08%
-16.3%
Q1 2019$984,000
+13.0%
4,493
+0.1%
0.09%
-5.2%
Q4 2018$871,000
-15.8%
4,490
+1.0%
0.10%
-11.0%
Q3 2018$1,035,000
+8.4%
4,447
+4.6%
0.11%
+6.9%
Q2 2018$955,000
+5.2%
4,250
+2.2%
0.10%
+2.0%
Q1 2018$908,000
-2.6%
4,160
-3.7%
0.10%
-2.0%
Q4 2017$932,000
-1.1%
4,320
-5.9%
0.10%
-4.7%
Q3 2017$942,000
-13.2%
4,589
-16.9%
0.11%
-18.3%
Q2 2017$1,085,000
+2.4%
5,520
-0.6%
0.13%
-3.0%
Q1 2017$1,060,000
+14.1%
5,555
+8.9%
0.14%
+1.5%
Q4 2016$929,000
+13.8%
5,100
+9.1%
0.13%
+8.1%
Q3 2016$816,000
+20.9%
4,673
+17.0%
0.12%
+8.8%
Q2 2016$675,000
+12.5%
3,993
+8.1%
0.11%
+1.8%
Q1 2016$600,000
+319.6%
3,695
+315.2%
0.11%
+270.0%
Q4 2015$143,000
+50.5%
890
+50.8%
0.03%
+42.9%
Q3 2015$95,000
-5.0%
5900.0%0.02%
-4.5%
Q2 2015$100,000
+233.3%
590
+222.4%
0.02%
+15.8%
Q4 2014$30,000
+3.4%
1830.0%0.02%
+111.1%
Q3 2014$29,0000.0%1830.0%0.01%
+12.5%
Q2 2014$29,000
+3.6%
1830.0%0.01%
-11.1%
Q1 2014$28,000
+3.7%
1830.0%0.01%
-10.0%
Q4 2013$27,000
+8.0%
1830.0%0.01%
+11.1%
Q3 2013$25,000
+8.7%
1830.0%0.01%
-18.2%
Q2 2013$23,0001830.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 2,572,400$185,83013.20%
Broadview Financial Management, LLC 108,464$7,835,4507.25%
Main Management LLC 834,750$60,3026.11%
Sterling Financial Planning, Inc. 158,256$11,432,4315.86%
Camarda Financial Advisors, LLC 111,388$8,046,6695.19%
Hudson Capital Management LLC 179,280$12,951,2185.16%
Corundum Trust Company, INC 22,792$1,646,4944.92%
Smith Anglin Financial, LLC 546,341$39,467,6384.80%
Willis Johnson & Associates, Inc. 583,262$42,134,8134.32%
First Citizens Financial Corp 73,057$5,277,6383.72%
View complete list of ISHARES TR shareholders