Carroll Financial Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is GVI and the CUSIP is 464288612. A total of 167 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 1.40 and the average weighting 0.4%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$34,0000.0%3000.0%0.00%0.0%
Q3 2021$34,0000.0%3000.0%0.00%0.0%
Q2 2021$34,0000.0%3000.0%0.00%0.0%
Q1 2021$34,000
-2.9%
3000.0%0.00%0.0%
Q4 2020$35,0000.0%3000.0%0.00%
-33.3%
Q3 2020$35,0000.0%3000.0%0.00%0.0%
Q2 2020$35,000
+2.9%
3000.0%0.00%0.0%
Q1 2020$34,000
+3.0%
3000.0%0.00%0.0%
Q4 2019$33,0000.0%3000.0%0.00%0.0%
Q3 2019$33,0000.0%3000.0%0.00%0.0%
Q2 2019$33,0000.0%3000.0%0.00%0.0%
Q1 2019$33,000
+3.1%
3000.0%0.00%
-25.0%
Q4 2018$32,0000.0%3000.0%0.00%
+33.3%
Q3 2018$32,0000.0%3000.0%0.00%0.0%
Q2 2018$32,0000.0%3000.0%0.00%
-25.0%
Q1 2018$32,0000.0%3000.0%0.00%
+33.3%
Q4 2017$32,000
-3.0%
3000.0%0.00%
-25.0%
Q3 2017$33,0000.0%3000.0%0.00%0.0%
Q2 2017$33,0000.0%3000.0%0.00%0.0%
Q1 2017$33,000
+3.1%
3000.0%0.00%
-20.0%
Q4 2016$32,000
-3.0%
3000.0%0.01%0.0%
Q3 2016$33,000
-2.9%
3000.0%0.01%
-16.7%
Q2 2016$34,0003000.01%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
GERMAN AMERICAN BANCORP, INC. 280,962$30,161,0009.03%
Wealthstar Advisors, LLC 124,675$13,406,0007.89%
Hilton Capital Management, LLC 418,982$44,978,0006.72%
Johnson Financial Group, Inc. 494,022$53,100,0005.42%
NORTHWEST INVESTMENT COUNSELORS, LLC 128,073$13,749,0005.28%
Strategic Financial Services, Inc, 254,150$27,283,0004.06%
Towercrest Capital Management 71,007$7,623,0002.25%
TRUE Private Wealth Advisors 134,845$14,475,615,0002.04%
Hugh Johnson Advisors LLC 68,575$7,362,0002.04%
FARMERS & MERCHANTS INVESTMENTS INC 269,644$28,946,0001.97%
View complete list of ISHARES TR shareholders