Carroll Financial Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 171 filers reported holding ISHARES TR in Q1 2021. 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$12,000
+9.1%
1080.0%0.00%0.0%
Q3 2021$11,0000.0%1080.0%0.00%0.0%
Q2 2021$11,000
+10.0%
1080.0%0.00%0.0%
Q1 2021$10,0000.0%1080.0%0.00%0.0%
Q4 2020$10,000
+11.1%
108
+100.0%
0.00%0.0%
Q3 2020$9,000
+12.5%
540.0%0.00%0.0%
Q2 2020$8,000
+33.3%
540.0%0.00%0.0%
Q1 2020$6,000
-25.0%
540.0%0.00%0.0%
Q4 2019$8,000
+14.3%
540.0%0.00%0.0%
Q3 2019$7,0000.0%540.0%0.00%0.0%
Q2 2019$7,0000.0%540.0%0.00%0.0%
Q1 2019$7,000
+16.7%
540.0%0.00%0.0%
Q4 2018$6,000
-14.3%
540.0%0.00%0.0%
Q3 2018$7,0000.0%540.0%0.00%0.0%
Q2 2018$7,0000.0%540.0%0.00%0.0%
Q1 2018$7,00054
+54.3%
0.00%
Q2 2013$0350.00%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 37,809$6,036,0003.35%
Savant Capital, LLC 112,248$17,919,0002.20%
TrinityPoint Wealth, LLC 16,006$2,555,0000.86%
TimeScale Financial, Inc. 16,429$2,622,0000.78%
Mine & Arao Wealth Creation & Management, LLC. 5,200$830,0000.78%
Mathes Company, Inc. 9,975$1,592,0000.74%
First Heartland Consultants, Inc. 21,220$3,388,0000.67%
IBEX WEALTH ADVISORS 12,888$2,057,0000.63%
Ballew Advisors, Inc 4,540$735,0000.63%
GenWealth Group, Inc. 9,736$1,554,0000.60%
View complete list of ISHARES TR shareholders