Carroll Financial Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is EXI and the CUSIP is 464288729. A total of 67 filers reported holding ISHARES TR in Q1 2021. 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 Q1 2021
NameSharesValueWeighting ↓
PGIM Custom Harvest LLC 46,343$4,946,0001.63%
Wharton Business Group, LLC 174,305$18,604,0001.52%
Hernani Holdings LLC 47,150$5,032,0000.96%
MIRABELLA FINANCIAL SERVICES LLP 61,000$6,511,0000.81%
Sunflower Bank, N.A. 35,222$3,759,0000.65%
Wealth Management Partners, LLC 6,748$721,0000.56%
Slow Capital, Inc. 19,093$2,038,0000.49%
SENTINEL TRUST CO LBA 18,800$2,007,0000.35%
KCS Wealth Advisory 3,442$367,0000.24%
NTV ASSET MANAGEMENT LLC 10,000$1,067,0000.22%
View complete list of ISHARES TR shareholders