Carroll Financial Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is EXI and the CUSIP is 464288729. A total of 58 filers reported holding ISHARES TR in Q4 2017. 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$7,0000.0%650.0%0.00%
Q3 2021$7,0000.0%650.0%0.00%
Q2 2021$7,0000.0%650.0%0.00%
Q1 2021$7,000
+16.7%
650.0%0.00%
Q4 2020$6,0000.0%650.0%0.00%
Q3 2020$6,000
+20.0%
650.0%0.00%
Q2 2020$5,000
+25.0%
650.0%0.00%
Q1 2020$4,000
-33.3%
650.0%0.00%
Q4 2019$6,000
+20.0%
650.0%0.00%
Q3 2019$5,0000.0%650.0%0.00%
Q2 2019$5,0000.0%650.0%0.00%
Q1 2019$5,0000.0%650.0%0.00%
-100.0%
Q4 2018$5,000
-16.7%
650.0%0.00%0.0%
Q3 2018$6,000
+20.0%
650.0%0.00%0.0%
Q2 2018$5,0000.0%650.0%0.00%0.0%
Q1 2018$5,000
-16.7%
650.0%0.00%0.0%
Q4 2017$6,000
+20.0%
650.0%0.00%0.0%
Q3 2017$5,0000.0%650.0%0.00%0.0%
Q2 2017$5,0000.0%650.0%0.00%0.0%
Q1 2017$5,000650.00%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
Slow Capital, Inc. 19,910$1,415,0000.53%
Newfound Research LLC 4,447$316,0000.35%
Laidlaw Wealth Management LLC 6,339$450,0000.30%
KCS Wealth Advisory 3,542$252,0000.26%
NTV ASSET MANAGEMENT LLC 10,200$725,0000.24%
InterOcean Capital, LLC 31,766$2,257,0000.20%
QUANTUM CAPITAL MANAGEMENT 3,309$235,0000.16%
Front Row Advisors LLC 2,073$159,0000.11%
Freedom Investment Management, Inc. 12,127$1,198,0000.11%
Kore Private Wealth LLC 5,461$388,0000.09%
View complete list of ISHARES TR shareholders