Carroll Financial Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 187 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$22,0000.0%2000.0%0.00%0.0%
Q3 2021$22,000
-78.4%
200
-78.4%
0.00%
-83.3%
Q2 2021$102,000
-41.7%
925
-41.6%
0.01%
-45.5%
Q1 2021$175,000
+695.5%
1,584
+692.0%
0.01%
+1000.0%
Q4 2020$22,0000.0%2000.0%0.00%
-50.0%
Q3 2020$22,000
-29.0%
200
-29.3%
0.00%
-33.3%
Q2 2020$31,000
-11.4%
283
-11.8%
0.00%0.0%
Q1 2020$35,000
+9.4%
321
+9.6%
0.00%0.0%
Q4 2019$32,000
-25.6%
293
-24.7%
0.00%
-25.0%
Q3 2019$43,000
-2.3%
389
-2.5%
0.00%0.0%
Q2 2019$44,000
+25.7%
399
+25.5%
0.00%
+33.3%
Q1 2019$35,000
+16.7%
318
+14.8%
0.00%0.0%
Q4 2018$30,000
+36.4%
277
+38.5%
0.00%
+50.0%
Q3 2018$22,0000.0%2000.0%0.00%0.0%
Q2 2018$22,0000.0%2000.0%0.00%0.0%
Q1 2018$22,0000.0%2000.0%0.00%0.0%
Q4 2017$22,0000.0%2000.0%0.00%
-33.3%
Q3 2017$22,0000.0%2000.0%0.00%0.0%
Q2 2017$22,0000.0%2000.0%0.00%0.0%
Q1 2017$22,0000.0%2000.0%0.00%0.0%
Q4 2016$22,0000.0%2000.0%0.00%0.0%
Q3 2016$22,0000.0%2000.0%0.00%
-25.0%
Q2 2016$22,0000.0%2000.0%0.00%0.0%
Q1 2016$22,0002000.00%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
LaSalle St. Investment Advisors, LLC 723,745$79,95239.10%
Gateway Advisory, LLC 1,654,317$182,752,44637.27%
GUIDANCE CAPITAL, INC 570,391$62,765,86228.11%
Mader & Shannon Wealth Management, Inc. 367,456$40,592,86426.68%
Client First Capital LLC 304,395$33,626,47324.34%
PEAVINE CAPITAL, LLC 742,800$82,057,08521.39%
Titan Capital Management, LLC /TX 134,732$14,883,84420.05%
Allred Capital Management, LLC 343,442$37,939,99618.90%
Cornerstone Retirement Group, Inc. 530,662$58,622,28016.76%
Divergent Wealth Advisors 643,895$71,131,11916.18%
View complete list of ISHARES TR shareholders