Carroll Financial Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 141 filers reported holding ISHARES TR in Q4 2020. 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 Q4 2020
NameSharesValueWeighting ↓
WealthSpring Partners, LLC 60,785$11,336,9088.47%
D. SCOTT NEAL, INC. 43,223$8,135,6336.95%
Gilfoyle & Co LLC 10$1,9044.89%
Kaye Capital Management 53,477$9,973,9604.57%
Wyrmwood Management LLC 10$1,9104.51%
WealthCare Investment Partners, LLC 37,937$7,023,5694.27%
PGIM Custom Harvest LLC 511,824$95,460,3353.52%
Bellwether Advisors, LLC 66,949$12,486,6583.40%
SFI Advisors, LLC 17,532$3,269,8933.20%
Genesee Capital Advisors, LLC 16,659$3,107,1552.23%
View complete list of ISHARES TR shareholders