Carroll Financial Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 461 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 4.00 and the average weighting 0.4%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$120,000
+4.3%
1,1520.0%0.01%0.0%
Q3 2021$115,000
-5.0%
1,1520.0%0.01%
-14.3%
Q2 2021$121,000
+27.4%
1,152
+21.0%
0.01%
+16.7%
Q1 2021$95,000
+23.4%
9520.0%0.01%
+20.0%
Q4 2020$77,000
+32.8%
952
+100.0%
0.01%
+25.0%
Q3 2020$58,000
+1.8%
4760.0%0.00%
-20.0%
Q2 2020$57,000
+21.3%
4760.0%0.01%0.0%
Q1 2020$47,000
+6.8%
476
+70.6%
0.01%
+66.7%
Q4 2019$44,000
+7.3%
2790.0%0.00%
-25.0%
Q3 2019$41,0000.0%2790.0%0.00%0.0%
Q2 2019$41,000
-55.4%
279
-55.6%
0.00%
-55.6%
Q1 2019$92,000
+7.0%
6290.0%0.01%
-10.0%
Q4 2018$86,000
-17.3%
6290.0%0.01%
-9.1%
Q3 2018$104,000
+2.0%
6290.0%0.01%0.0%
Q2 2018$102,000
+142.9%
629
+125.4%
0.01%
+120.0%
Q1 2018$42,0000.0%2790.0%0.01%0.0%
Q4 2017$42,0002790.01%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 788,291$94,887,00013.55%
Palisades Hudson Asset Management, L.P. 113,810$13,699,0009.36%
One Wealth Advisors, LLC 69,627$8,381,0006.66%
Probity Advisors, Inc. 134,440$16,183,0005.01%
Centerpoint Advisors, LLC 41,847$5,037,0004.07%
MACRO Consulting Group 42,389$5,102,0003.54%
SPC Financial, Inc. 140,190$16,875,0003.52%
Ellis Investment Partners, LLC 74,105$8,748,0003.28%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 29,057$3,498,0003.19%
Broadview Financial Management, LLC 30,397$3,659,0002.93%
View complete list of ISHARES TR shareholders