Carroll Financial Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 184 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 1.72 and the average weighting 0.1%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$8,000
-93.3%
270
-93.5%
0.00%
-100.0%
Q2 2021$120,000
+64.4%
4,137
+47.7%
0.01%
+75.0%
Q1 2021$73,000
+386.7%
2,801
+522.4%
0.00%
+300.0%
Q2 2019$15,000
-6.2%
4500.0%0.00%0.0%
Q1 2019$16,000
+14.3%
4500.0%0.00%
-50.0%
Q4 2018$14,000
-75.4%
450
-66.9%
0.00%
-66.7%
Q3 2018$57,0000.0%1,3600.0%0.01%0.0%
Q2 2018$57,000
+14.0%
1,3600.0%0.01%
+20.0%
Q1 2018$50,000
-5.7%
1,3600.0%0.01%
-16.7%
Q4 2017$53,000
-42.4%
1,360
-44.7%
0.01%
-40.0%
Q3 2017$92,000
-42.9%
2,460
-46.1%
0.01%
-47.4%
Q2 2017$161,000
-13.0%
4,560
-5.4%
0.02%
-20.8%
Q1 2017$185,000
-7.5%
4,8200.0%0.02%
-17.2%
Q4 2016$200,000
+7.0%
4,8200.0%0.03%
+3.6%
Q3 2016$187,000
+74.8%
4,820
+71.5%
0.03%
+55.6%
Q2 2016$107,000
+10.3%
2,8100.0%0.02%0.0%
Q1 2016$97,000
+2.1%
2,8100.0%0.02%
-10.0%
Q4 2015$95,000
+265.4%
2,810
+295.8%
0.02%
+233.3%
Q3 2015$26,000
+271.4%
710
+482.0%
0.01%
+200.0%
Q2 2014$7,000
+16.7%
1220.0%0.00%0.0%
Q1 2014$6,000
+20.0%
1220.0%0.00%0.0%
Q3 2013$5,0001220.00%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
Commonwealth Financial Services, LLC 81,039$3,109,0003.66%
AMG National Trust Bank 634,768$24,350,0002.18%
ALLSTATE CORP 564,800$21,666,0001.42%
INVESTMENT PARTNERS, LTD. 25,850$992,0000.99%
Round Table Services, LLC 38,148$1,463,0000.82%
Stillwater Capital Advisors, LLC 71,745$2,752,0000.82%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 44,921$1,723,0000.81%
CETERA INVESTMENT MANAGEMENT LLC 35,319$1,355,0000.80%
Archford Capital Strategies, LLC 38,774$1,487,0000.78%
GRIMES & COMPANY, INC. 106,883$4,100,0000.55%
View complete list of ISHARES TR shareholders