Carroll Financial Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 103 filers reported holding ISHARES TR in Q1 2015. 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
Q1 2020$0
-100.0%
0
-100.0%
0.00%
-100.0%
Q3 2019$15,0000.0%1650.0%0.00%0.0%
Q2 2019$15,000
-75.8%
165
-75.9%
0.00%
-83.3%
Q1 2019$62,000
-24.4%
685
-28.9%
0.01%
-33.3%
Q4 2018$82,000
-12.8%
9630.0%0.01%
-10.0%
Q3 2018$94,000
-1.1%
9630.0%0.01%0.0%
Q2 2018$95,000
+3.3%
9630.0%0.01%0.0%
Q1 2018$92,000
-22.0%
963
-16.6%
0.01%
-23.1%
Q4 2017$118,000
+4.4%
1,1550.0%0.01%0.0%
Q3 2017$113,000
+9.7%
1,1550.0%0.01%
+8.3%
Q2 2017$103,000
+1.0%
1,1550.0%0.01%
-7.7%
Q1 2017$102,000
+6.2%
1,1550.0%0.01%
-7.1%
Q4 2016$96,000
+5.5%
1,1550.0%0.01%0.0%
Q3 2016$91,000
+4.6%
1,1550.0%0.01%
-6.7%
Q2 2016$87,000
+3.6%
1,1550.0%0.02%
-6.2%
Q1 2016$84,000
+3.7%
1,1550.0%0.02%
-5.9%
Q4 2015$81,000
+636.4%
1,155
+600.0%
0.02%
+750.0%
Q3 2015$11,000
-15.4%
1650.0%0.00%
-33.3%
Q2 2015$13,000
-7.1%
1650.0%0.00%
-50.0%
Q1 2015$14,0000.0%1650.0%0.01%
-33.3%
Q4 2014$14,000
+7.7%
1650.0%0.01%
+125.0%
Q3 2014$13,000
-7.1%
1650.0%0.00%0.0%
Q2 2014$14,0000.0%1650.0%0.00%
-20.0%
Q1 2014$14,000
+7.7%
1650.0%0.01%0.0%
Q4 2013$13,000
+8.3%
1650.0%0.01%0.0%
Q3 2013$12,000
+9.1%
1650.0%0.01%0.0%
Q2 2013$11,0001650.01%
Other shareholders
ISHARES TR shareholders Q1 2015
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 99,895$14,940,0004.78%
Lionsbridge Wealth Management LLC 10,768$1,610,0001.86%
Pinnacle Family Advisors, LLC 21,345$3,192,0001.70%
First Citizens Financial Corp 13,567$2,029,0001.52%
Navis Wealth Advisors, LLC 7,639$1,142,0001.01%
FIFTH THIRD SECURITIES, INC. 2,045$306,0000.91%
SVB Investment Services Inc. 8,981$1,343,0000.83%
Copperwynd Financial, LLC 12,778$1,911,0000.79%
Consilium Wealth Advisory, LLC 7,263$1,086,0000.78%
Kalos Management, Inc. 7,595$1,066,0000.73%
View complete list of ISHARES TR shareholders