Carroll Financial Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is ITB and the CUSIP is 464288752. A total of 273 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 2.00 and the average weighting 0.2%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$2,000
-99.7%
36
-99.7%
0.00%
-100.0%
Q3 2021$761,000
+3.8%
11,513
+8.6%
0.04%
+4.9%
Q2 2021$733,000
+2.1%
10,603
+0.1%
0.04%
-6.8%
Q1 2021$718,000
+49.3%
10,590
+22.8%
0.04%
+37.5%
Q4 2020$481,000
-42.0%
8,621
-41.2%
0.03%
-50.0%
Q3 2020$830,000
+92.1%
14,664
+49.6%
0.06%
+77.8%
Q2 2020$432,000
+14300.0%
9,800
+12966.7%
0.04%
Q4 2017$3,000
-66.7%
75
-78.6%
0.00%
-100.0%
Q3 2015$9,000
-10.0%
3500.0%0.00%0.0%
Q2 2015$10,0000.0%3500.0%0.00%
-50.0%
Q1 2015$10,000
-50.0%
350
-54.8%
0.00%
-69.2%
Q4 2014$20,000
+5.3%
7750.0%0.01%
+116.7%
Q3 2014$19,0000.0%7750.0%0.01%
+20.0%
Q2 2014$19,0000.0%7750.0%0.01%
-16.7%
Q1 2014$19,000
+137.5%
775
+121.4%
0.01%
+100.0%
Q4 2013$8,0003500.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 238,548$18,723,6336.20%
COTTONWOOD CAPITAL ADVISORS, LLC 46,596$3,657,3533.42%
Riggs Asset Managment Co. Inc. 115,538$9,068,5783.23%
FOCUS Wealth Advisors, LLC 53,284$4,182,2612.90%
Kirkoswald Asset Management LLC 20,000$100,0002.64%
Portfolio Strategies, Inc. 174,103$13,665,0432.63%
Capital Asset Advisory Services LLC 451,624$35,691,8182.44%
SPC Financial, Inc. 238,572$18,725,5162.10%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 29,870$2,385,1682.06%
Eldridge Investment Advisors, Inc. 69,984$5,4931.82%
View complete list of ISHARES TR shareholders