Carroll Financial Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 578 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.39 and the average weighting 0.5%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$23,000
-72.9%
360
-73.5%
0.00%
-80.0%
Q3 2021$85,000
-4.5%
1,361
+451.0%
0.01%0.0%
Q2 2021$89,000
+29.0%
247
+17.1%
0.01%
+25.0%
Q1 2021$69,000
-89.5%
211
-89.5%
0.00%
-90.9%
Q4 2020$658,000
+20.7%
2,013
+10.5%
0.04%
+4.8%
Q3 2020$545,000
+18.2%
1,821
+4.6%
0.04%
+10.5%
Q2 2020$461,000
+37.6%
1,741
+17.0%
0.04%
+15.2%
Q1 2020$335,000
-41.2%
1,488
-31.1%
0.03%
-26.7%
Q4 2019$570,000
+2.2%
2,159
-4.4%
0.04%
-8.2%
Q3 2019$558,000
+2.2%
2,258
-0.4%
0.05%
+2.1%
Q2 2019$546,000
+184.4%
2,268
+172.9%
0.05%
+166.7%
Q1 2019$192,0008310.02%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 25,386$7,359,0008.04%
LUCAS CAPITAL MANAGEMENT 16,552$4,382,0006.00%
OGOREK ANTHONY JOSEPH /NY/ /ADV 30,800$8,155,0005.77%
CUMBERLAND ADVISORS INC 55,959$14,816,0005.61%
BANK HAPOALIM BM 86,167$22,815,0005.34%
Baltimore-Washington Financial Advisors, Inc. 34,864$35,681,0004.91%
PURA VIDA INVESTMENTS, LLC 188,000$49,777,0004.79%
Holistic Financial Partners 20,561$5,444,0004.70%
Cavalier Investments, LLC 30,647$8,114,0004.69%
J Arnold Wealth Management Co 19,562$5,179,0004.34%
View complete list of ISHARES TR shareholders