Carroll Financial Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 376 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.73 and the average weighting 0.2%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$87,000
+8.8%
2910.0%0.01%
+25.0%
Q3 2021$80,000
+1.3%
2910.0%0.00%0.0%
Q2 2021$79,000
+8.2%
2910.0%0.00%0.0%
Q1 2021$73,000
+2.8%
2910.0%0.00%
-20.0%
Q4 2020$71,000
+7.6%
2910.0%0.01%0.0%
Q3 2020$66,000
+26.9%
291
+18.8%
0.01%
+25.0%
Q2 2020$52,000
-30.7%
245
-39.2%
0.00%
-42.9%
Q1 2020$75,000
-13.8%
4030.0%0.01%0.0%
Q4 2019$87,000
+10.1%
403
-4.3%
0.01%0.0%
Q3 2019$79,000
-14.1%
421
-10.8%
0.01%
-12.5%
Q2 2019$92,000
+1.1%
4720.0%0.01%
-11.1%
Q1 2019$91,000
+23.0%
472
+15.7%
0.01%
+12.5%
Q4 2018$74,000
-9.8%
4080.0%0.01%
-11.1%
Q3 2018$82,000
+13.9%
408
+0.2%
0.01%
+12.5%
Q2 2018$72,000
+2.9%
4070.0%0.01%0.0%
Q1 2018$70,000
-4.1%
407
-3.8%
0.01%0.0%
Q4 2017$73,000
-18.0%
423
-17.9%
0.01%
-20.0%
Q3 2017$89,000
+4.7%
515
+0.2%
0.01%0.0%
Q2 2017$85,000
+6.2%
5140.0%0.01%0.0%
Q1 2017$80,000
+8.1%
5140.0%0.01%
-9.1%
Q4 2016$74,000
-30.8%
514
-28.4%
0.01%
-31.2%
Q3 2016$107,000
+5.9%
718
+5.1%
0.02%
-5.9%
Q2 2016$101,000
+46.4%
683
+38.5%
0.02%
+30.8%
Q1 2016$69,000
-2.8%
493
+3.8%
0.01%
-13.3%
Q4 2015$71,000
+4.4%
4750.0%0.02%0.0%
Q3 2015$68,000
+94.3%
475
+115.9%
0.02%
+87.5%
Q2 2015$35,000
+133.3%
220
+131.6%
0.01%
+14.3%
Q1 2015$15,000950.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
CONSOLIDATED CAPITAL MANAGEMENT, LLC 46,794$11,507,0007.35%
Sowa Financial Group, Inc. 30,388$7,473,0005.03%
First Citizens Financial Corp 19,195$4,672,0004.07%
JGP Wealth Management, LLC 58,474$14,776,0003.42%
Oakworth Capital, Inc. 95,927$23,589,0003.06%
HC Advisors, LLC 12,738$3,132,0002.14%
Cadent Capital Advisors, LLC 16,091$3,957,0001.95%
Kesler, Norman & Wride, LLC 28,270$6,952,0001.94%
PETTYJOHN, WOOD & WHITE, INC 22,458$5,523,0001.41%
Mine & Arao Wealth Creation & Management, LLC. 7,900$1,943,0001.40%
View complete list of ISHARES TR shareholders