Carroll Financial Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 127 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 1.41 and the average weighting 0.2%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$310,000
-70.1%
5,015
-70.7%
0.02%
-70.7%
Q3 2021$1,036,000
+13.2%
17,113
+7.5%
0.06%
+11.5%
Q2 2021$915,000
+2.2%
15,914
+0.7%
0.05%
-5.5%
Q1 2021$895,000
+322.2%
15,798
+237.4%
0.06%
+292.9%
Q4 2020$212,000
+38.6%
4,6820.0%0.01%
+16.7%
Q3 2020$153,000
-3.2%
4,6820.0%0.01%
-7.7%
Q2 2020$158,000
+90.4%
4,682
+61.4%
0.01%
+62.5%
Q1 2020$83,000
-51.7%
2,900
-14.2%
0.01%
-42.9%
Q4 2019$172,000
-11.3%
3,380
-19.0%
0.01%
-17.6%
Q3 2019$194,000
-46.3%
4,173
-47.1%
0.02%
-45.2%
Q2 2019$361,000
-0.6%
7,885
-5.7%
0.03%
-8.8%
Q1 2019$363,000
+4.3%
8,3650.0%0.03%
-12.8%
Q4 2018$348,000
-22.1%
8,365
-8.5%
0.04%
-17.0%
Q3 2018$447,000
-0.4%
9,1400.0%0.05%
-2.1%
Q2 2018$449,000
+3.0%
9,140
+5.5%
0.05%0.0%
Q1 2018$436,000
+2.3%
8,6600.0%0.05%
+2.1%
Q4 2017$426,000
+1.9%
8,660
-1.9%
0.05%
-2.1%
Q3 2017$418,000
-3.2%
8,826
-7.1%
0.05%
-7.7%
Q2 2017$432,000
+5.9%
9,505
+4.3%
0.05%0.0%
Q1 2017$408,000
+8.2%
9,110
+9.4%
0.05%
-3.7%
Q4 2016$377,000
+29.1%
8,3250.0%0.05%
+22.7%
Q3 2016$292,000
+363.5%
8,325
+323.7%
0.04%
+300.0%
Q2 2016$63,000
+2000.0%
1,965
+1865.0%
0.01%
+1000.0%
Q1 2016$3,0000.0%1000.0%0.00%0.0%
Q4 2015$3,0000.0%1000.0%0.00%0.0%
Q3 2015$3,000
-25.0%
1000.0%0.00%0.0%
Q2 2015$4,000
+33.3%
1000.0%0.00%0.0%
Q1 2015$3,000
-98.3%
100
-98.0%
0.00%
-98.0%
Q2 2014$176,000
+10.0%
5,070
+10.9%
0.05%
-5.8%
Q1 2014$160,000
+12.7%
4,570
+5.8%
0.05%
+4.0%
Q4 2013$142,000
+10.9%
4,3200.0%0.05%
+4.2%
Q3 2013$128,0004,3200.0%0.05%
Q2 2013$04,3200.00%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
COTTONWOOD CAPITAL ADVISORS, LLC 71,666$3,532,0003.19%
MARTIN & CO INC /TN/ 68,452$3,373,0000.96%
Aft, Forsyth & Sober, LLC 40,000$1,971,0000.92%
Viewpoint Capital Management LLC 7,992$394,0000.37%
Family Firm, Inc. 19,643$968,0000.28%
Ballew Advisors, Inc 6,252$300,0000.27%
C2C Wealth Management, LLC 28,034$1,440,0000.26%
BTR CAPITAL MANAGEMENT INC 36,674$1,807,0000.26%
CARRET ASSET MANAGEMENT, LLC 30,655$1,511,0000.21%
Game Plan Financial Advisors, LLC 4,450$219,0000.18%
View complete list of ISHARES TR shareholders