Carroll Financial Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 197 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$4,009,000
+33.4%
34,225
+16.6%
0.21%
+27.4%
Q3 2021$3,005,000
+1.4%
29,3470.0%0.17%0.0%
Q2 2021$2,963,000
+13.3%
29,347
+1.8%
0.17%
+4.3%
Q1 2021$2,616,000
+3.5%
28,818
+1.1%
0.16%
-4.2%
Q4 2020$2,527,000
+10.9%
28,492
+0.0%
0.17%
-4.5%
Q3 2020$2,278,000
+15.4%
28,485
+3.7%
0.18%
+6.7%
Q2 2020$1,974,000
+28.9%
27,472
+2.4%
0.16%
+10.0%
Q1 2020$1,531,000
+0.3%
26,834
+18.8%
0.15%
+24.0%
Q4 2019$1,527,000
+7.6%
22,579
+0.0%
0.12%
-2.4%
Q3 2019$1,419,000
+0.3%
22,5770.0%0.12%
+0.8%
Q2 2019$1,415,000
+1.4%
22,577
-2.5%
0.12%
-6.1%
Q1 2019$1,396,000
+14.0%
23,157
+1.0%
0.13%
-3.7%
Q4 2018$1,225,000
+39.8%
22,917
+62.4%
0.14%
+46.2%
Q3 2018$876,000
+15.4%
14,115
+6.3%
0.09%
+14.8%
Q2 2018$759,000
+22.0%
13,280
+16.5%
0.08%
+19.1%
Q1 2018$622,000
+1.6%
11,3950.0%0.07%
+1.5%
Q4 2017$612,000
+15.0%
11,395
+9.3%
0.07%
+9.8%
Q3 2017$532,000
+6.0%
10,4250.0%0.06%0.0%
Q2 2017$502,000
+88.7%
10,425
+81.6%
0.06%
+79.4%
Q1 2017$266,000
+25.5%
5,740
+16.1%
0.03%
+13.3%
Q4 2016$212,000
+32.5%
4,945
+31.2%
0.03%
+25.0%
Q3 2016$160,000
+4.6%
3,770
+100.0%
0.02%
-7.7%
Q2 2016$153,000
+28.6%
1,885
+25.5%
0.03%0.0%
Q3 2015$119,0001,5020.03%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
Vantage Financial Partners, LLC 464,658$38,892,00022.95%
Madison Wealth Partners, Inc 326,892$27,361,00017.38%
HILLTOP WEALTH ADVISORS, LLC 210,626$17,629,00017.17%
Tennessee Valley Asset Management Partners 377,060$31,560,00012.13%
Financial Council, LLC 105,261$8,810,00010.99%
Legacy Financial Group LLC 408,231$34,169,00010.78%
DOLIVER ADVISORS, LP 352,235$29,482,00010.47%
Veracity Capital LLC 214,699$17,970,0009.56%
ForthRight Wealth Management, LLC 197,265$16,511,0009.18%
Petix & Botte Co 114,588$9,591,0007.06%
View complete list of ISHARES TR shareholders