Carroll Financial Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 179 filers reported holding ISHARES TR in Q3 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 Q3 2021
NameSharesValueWeighting ↓
Destination Wealth Management 629,843$48,876,0002.13%
LBMC INVESTMENT ADVISORS, LLC 125,560$9,743,0001.15%
San Luis Wealth Advisors LLC 20,665$1,604,0001.04%
First Citizens Financial Corp 12,914$988,0000.86%
BEAM WEALTH ADVISORS, INC. 11,334$880,0000.83%
Country Club Trust Company, n.a. 92,718$7,092,0000.72%
Tranquility Partners, LLC 11,646$904,0000.64%
HOLDERNESS INVESTMENTS CO 20,821$1,616,0000.63%
Family Firm, Inc. 22,054$1,722,0000.51%
Carl P. Sherr & Co., LLC 7,751$602,0000.48%
View complete list of ISHARES TR shareholders