Carroll Financial Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is EXI and the CUSIP is 464288729. A total of 61 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q1 2018
NameSharesValueWeighting ↓
Wharton Business Group, LLC 174,905$21,599,0001.33%
Bensler, LLC 21,156$2,612,6130.73%
Slow Capital, Inc. 33,128$4,091,0000.70%
Wealth Management Partners, LLC 6,000$796,0000.55%
Sunflower Bank, N.A. 28,226$3,486,0000.47%
SENTINEL TRUST CO LBA 18,800$2,322,0000.28%
TCWP LLC 8,847$1,092,0000.22%
NTV ASSET MANAGEMENT LLC 9,700$1,198,0000.20%
KCS Wealth Advisory 3,774$466,0000.19%
Laidlaw Wealth Management LLC 6,077$750,0000.12%
View complete list of ISHARES TR shareholders