Carroll Financial Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 231 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.87 and the average weighting 0.2%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$48,000
-96.4%
427
-96.6%
0.00%
-96.0%
Q3 2021$1,347,000
+76.5%
12,578
+83.0%
0.08%
+74.4%
Q2 2021$763,000
-9.2%
6,872
-13.6%
0.04%
-17.3%
Q1 2021$840,000
+29.4%
7,955
+19.0%
0.05%
+20.9%
Q4 2020$649,000
+9171.4%
6,687
+14760.0%
0.04%
+4200.0%
Q3 2020$7,000
+16.7%
450.0%0.00%0.0%
Q2 2020$6,000
+20.0%
450.0%0.00%
Q1 2020$5,000
-70.6%
45
-59.5%
0.00%
-100.0%
Q3 2018$17,0001110.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
New England Investment & Retirement Group, Inc. 168,460$16,357,0003.81%
MAGNOLIA CAPITAL MANAGEMENT LTD 67,328$6,538,0003.37%
First Citizens Financial Corp 38,390$3,728,0003.25%
MORGAN JESS S & CO INC 40,800$3,962,0003.16%
MinichMacGregor Wealth Management, LLC 73,161$7,103,0002.89%
Modus Advisors, LLC 42,772$4,153,0002.15%
Kesler, Norman & Wride, LLC 67,732$6,577,0001.83%
Cadent Capital Advisors, LLC 36,231$3,518,0001.73%
Frank, Rimerman Advisors LLC 26,416$2,564,9941.16%
Stillwater Capital Advisors, LLC 36,615$3,555,0000.68%
View complete list of ISHARES TR shareholders