Carroll Financial Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 136 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.63 and the average weighting 0.1%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$4,000
+33.3%
500.0%0.00%
Q3 2021$3,0000.0%500.0%0.00%
Q2 2021$3,0000.0%500.0%0.00%
Q1 2021$3,0000.0%500.0%0.00%
Q4 2020$3,0000.0%50
+100.0%
0.00%
Q3 2020$3,0000.0%250.0%0.00%
Q2 2020$3,000
-98.4%
25
-98.1%
0.00%
-100.0%
Q1 2020$182,000
+4450.0%
1,324
+5196.0%
0.02%
Q4 2019$4,0000.0%250.0%0.00%
Q3 2019$4,000
+33.3%
250.0%0.00%
Q2 2019$3,0000.0%250.0%0.00%
Q1 2019$3,0000.0%250.0%0.00%
Q4 2018$3,0000.0%250.0%0.00%
Q3 2018$3,0000.0%250.0%0.00%
Q2 2018$3,0000.0%250.0%0.00%
Q1 2018$3,0000.0%250.0%0.00%
Q4 2017$3,0000.0%250.0%0.00%
Q3 2017$3,0000.0%250.0%0.00%
Q2 2017$3,0000.0%250.0%0.00%
Q1 2017$3,000250.00%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 138,873$12,018,0694.34%
BOS Asset Management, LLC 31,173$2,697,7112.41%
Destination Wealth Management 609,368$52,734,7212.10%
First Citizens Financial Corp 16,780$1,4521.25%
LBMC INVESTMENT ADVISORS, LLC 128,477$11,118,4331.17%
Fort Point Capital Partners LLC 75,350$6,520,7891.02%
FIFTH THIRD SECURITIES, INC. 89,287$7,726,9351.02%
TAP Consulting, LLC 42,925$3,714,7140.97%
OmniStar Financial Group, Inc. 9,175$794,0130.90%
Essex LLC 32,093$2,777,3280.84%
View complete list of ISHARES TR shareholders