Carroll Financial Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 387 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.11 and the average weighting 0.2%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$76,000
-65.1%
2,450
-65.8%
0.00%
-66.7%
Q3 2021$218,000
-17.1%
7,170
-11.9%
0.01%
-20.0%
Q2 2021$263,000
-22.6%
8,135
-24.7%
0.02%
-28.6%
Q1 2021$340,000
+21.0%
10,808
+13.1%
0.02%
+10.5%
Q4 2020$281,000
-5.7%
9,560
-20.2%
0.02%
-17.4%
Q3 2020$298,000
+277.2%
11,982
+278.3%
0.02%
+228.6%
Q2 2020$79,000
-7.1%
3,167
-16.5%
0.01%
-12.5%
Q1 2020$85,000
-39.3%
3,795
-9.6%
0.01%
-27.3%
Q4 2019$140,000
+37.3%
4,199
+25.8%
0.01%
+22.2%
Q3 2019$102,000
-28.2%
3,338
-28.2%
0.01%
-25.0%
Q2 2019$142,000
-0.7%
4,652
+0.1%
0.01%
-7.7%
Q1 2019$143,000
-24.3%
4,648
-27.6%
0.01%
-38.1%
Q4 2018$189,000
+25.2%
6,423
+38.3%
0.02%
+31.2%
Q3 2018$151,000
+11.9%
4,643
+9.7%
0.02%
+14.3%
Q2 2018$135,000
+1.5%
4,232
+5.0%
0.01%
-6.7%
Q1 2018$133,000
-2.2%
4,029
+0.0%
0.02%0.0%
Q4 2017$136,000
+0.7%
4,028
+0.0%
0.02%0.0%
Q3 2017$135,000
-44.4%
4,027
-45.8%
0.02%
-48.3%
Q2 2017$243,000
+9.0%
7,436
+4.5%
0.03%
+3.6%
Q1 2017$223,000
+3.2%
7,113
-2.7%
0.03%
-9.7%
Q4 2016$216,000
+103.8%
7,313
+106.8%
0.03%
+93.8%
Q3 2016$106,000
+9.3%
3,536
+3.7%
0.02%0.0%
Q2 2016$97,000
-1.0%
3,4100.0%0.02%
-11.1%
Q1 2016$98,000
+1.0%
3,4100.0%0.02%
-10.0%
Q4 2015$97,000
+361.9%
3,410
+478.0%
0.02%
+233.3%
Q3 2014$21,0005900.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 256,248$7,990,0005.36%
Fountainhead AM, LLC 324,535$10,119,0004.40%
First National Bank of Hutchinson 181,071$5,646,0003.22%
Berkeley Capital Partners, LLC 217,717$6,788,0002.79%
Gunma Bank,Ltd. 100,000$3,118,0002.73%
COWA, LLC 170,163$5,306,0002.67%
Sterling Financial Planning, Inc. 135,848$4,236,0002.65%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$28,000,0002.07%
Murphy, Middleton, Hinkle & Parker, Inc. 117,228$3,655,0001.95%
AGILIS PARTNERS LLC 121,247$3,780,0001.89%
View complete list of ISHARES TR shareholders