Carroll Financial Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 195 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$529,000
-44.6%
4,526
-52.0%
0.03%
-47.2%
Q3 2021$955,000
+56.6%
9,438
+53.7%
0.05%
+51.4%
Q2 2021$610,000
+13.4%
6,1420.0%0.04%
+6.1%
Q1 2021$538,000
-3.6%
6,142
-6.4%
0.03%
-10.8%
Q4 2020$558,000
+6.3%
6,563
+275.9%
0.04%
-9.8%
Q3 2020$525,000
+11.5%
1,7460.0%0.04%
+5.1%
Q2 2020$471,000
+29.0%
1,746
-2.2%
0.04%
+8.3%
Q1 2020$365,000
+13.7%
1,786
+29.2%
0.04%
+38.5%
Q4 2019$321,000
-11.6%
1,382
-22.3%
0.03%
-18.8%
Q3 2019$363,000
-32.3%
1,778
-34.5%
0.03%
-31.9%
Q2 2019$536,000
+5.7%
2,713
+1.9%
0.05%
-2.1%
Q1 2019$507,000
+18.2%
2,6630.0%0.05%0.0%
Q4 2018$429,000
-2.9%
2,663
+16.6%
0.05%
+2.1%
Q3 2018$442,000
+8.9%
2,2830.0%0.05%
+9.3%
Q2 2018$406,000
+3.3%
2,283
-2.4%
0.04%0.0%
Q1 2018$393,000
+1.3%
2,338
-2.0%
0.04%
+2.4%
Q4 2017$388,000
+7.2%
2,3850.0%0.04%
+2.4%
Q3 2017$362,000
-4.0%
2,385
-11.7%
0.04%
-10.9%
Q2 2017$377,000
+3.6%
2,7000.0%0.05%0.0%
Q1 2017$364,000
+13.8%
2,700
+1.3%
0.05%0.0%
Q4 2016$320,000
+0.9%
2,6650.0%0.05%
-4.2%
Q3 2016$317,000
+96.9%
2,665
+73.6%
0.05%
+77.8%
Q2 2016$161,000
-3.0%
1,5350.0%0.03%
-12.9%
Q1 2016$166,000
-5.1%
1,535
-6.6%
0.03%
-13.9%
Q4 2015$175,000
+10.8%
1,644
+8.2%
0.04%
+2.9%
Q3 2015$158,000
+3.9%
1,519
+4.3%
0.04%
+2.9%
Q2 2015$152,000
+153.3%
1,456
+155.0%
0.03%
+30.8%
Q1 2015$60,000
-65.5%
571
-66.3%
0.03%
-76.6%
Q4 2014$174,000
-29.0%
1,694
-29.2%
0.11%
+46.1%
Q3 2014$245,000
+5.6%
2,3940.0%0.08%
+16.9%
Q2 2014$232,000
+6.4%
2,3940.0%0.06%
-9.7%
Q1 2014$218,000
+3.3%
2,3940.0%0.07%
-4.0%
Q4 2013$211,000
+12.2%
2,3940.0%0.08%
+5.6%
Q3 2013$188,0002,394
+41.3%
0.07%
Q2 2013$01,6940.00%
Other shareholders
ISHARES TR shareholders Q1 2014
NameSharesValueWeighting ↓
Wealth Enhancement & Preservation of GA, LLC 224,997$21,276,00016.39%
CMC Financial Group 242,376$21,256,00012.75%
Danda Trouve Investment Management, Inc. 66,899$5,867,0007.22%
Signature Wealth Management Partners, LLC 81,566$7,153,0006.86%
First Citizens Financial Corp 91,968$8,066,0006.58%
Stonebridge Financial Planning Group, LLC 102,703$9,601,0005.61%
Quantitative Advantage, LLC 289,111$25,355,0004.91%
HC Advisors, LLC 69,853$6,126,0003.96%
Rollins Financial 87,022$7,632,0003.27%
SPC Financial, Inc. 268,794$23,573,0003.11%
View complete list of ISHARES TR shareholders