Carroll Financial Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 185 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - 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 2021
NameSharesValueWeighting ↓
Destination Wealth Management 618,046$51,736,6121.96%
BOS Asset Management, LLC 26,379$2,208,1861.84%
San Luis Wealth Advisors LLC 40,790$3,4151.31%
LBMC INVESTMENT ADVISORS, LLC 127,047$10,635,0661.08%
Essex LLC 32,093$2,777,3280.84%
TAP Consulting, LLC 33,574$2,810,4740.69%
COUNTRY CLUB BANK /GFN 85,692$7,115,0060.58%
HOLDERNESS INVESTMENTS CO 17,086$1,430,2730.57%
Family Firm, Inc. 22,524$1,885,5220.52%
COTTONWOOD CAPITAL ADVISORS, LLC 6,607$553,0350.51%
View complete list of ISHARES TR shareholders