Carroll Financial Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 100 filers reported holding ISHARES TR in Q1 2018. 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$110,000
+10.0%
5610.0%0.01%0.0%
Q3 2021$100,000
-2.0%
561
+0.4%
0.01%0.0%
Q2 2021$102,000
+4.1%
559
+0.2%
0.01%0.0%
Q1 2021$98,000
+2.1%
558
+0.2%
0.01%0.0%
Q4 2020$96,000
+15.7%
557
+0.4%
0.01%0.0%
Q3 2020$83,000
+18.6%
555
+0.4%
0.01%0.0%
Q2 2020$70,000
+18.6%
553
+0.2%
0.01%0.0%
Q1 2020$59,000
-19.2%
552
+0.4%
0.01%0.0%
Q4 2019$73,000
+5.8%
550
+0.4%
0.01%0.0%
Q3 2019$69,000
+4.5%
548
+0.4%
0.01%0.0%
Q2 2019$66,000
+1.5%
5460.0%0.01%0.0%
Q1 2019$65,000
+10.2%
5460.0%0.01%
-14.3%
Q4 2018$59,000
+195.0%
546
+217.4%
0.01%
+250.0%
Q3 2018$20,0000.0%1720.0%0.00%0.0%
Q2 2018$20,0000.0%1720.0%0.00%0.0%
Q1 2018$20,000
-4.8%
1720.0%0.00%0.0%
Q4 2017$21,000
+5.0%
1720.0%0.00%0.0%
Q3 2017$20,000
+25.0%
172
+23.7%
0.00%0.0%
Q2 2017$16,0000.0%1390.0%0.00%0.0%
Q1 2017$16,000
+100.0%
139
+87.8%
0.00%
+100.0%
Q4 2016$8,0000.0%740.0%0.00%0.0%
Q3 2016$8,0000.0%740.0%0.00%0.0%
Q2 2016$8,0000.0%740.0%0.00%0.0%
Q1 2016$8,0000.0%740.0%0.00%
-50.0%
Q4 2015$8,0000.0%740.0%0.00%0.0%
Q3 2015$8,000740.00%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
First Citizens Financial Corp 13,139$2,360,0001.88%
Fernwood Investment Management, LLC 28,724$5,159,0001.77%
Demars Financial Group, LLC 11,269$2,024,0001.19%
Grace Capital 8,634$1,589,0000.98%
Paradigm Financial Advisors, LLC 22,140$3,976,0000.92%
Aurora Private Wealth, Inc. 10,699$1,922,0000.78%
Stonebridge Financial Planning Group, LLC 7,419$1,399,0000.68%
Essex LLC 10,947$1,966,0000.54%
Conservest Capital Advisors, Inc. 17,231$3,095,0000.35%
PGIM Custom Harvest LLC 11,308$2,031,0000.31%
View complete list of ISHARES TR shareholders