Carroll Financial Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 562 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.

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 Q3 2021
NameSharesValueWeighting ↓
J Arnold Wealth Management Co 510,084$24,739,43610.01%
CUMBERLAND ADVISORS INC 267,629$12,980,0065.76%
FinDec Wealth Services, Inc. 129,114$6,262,0264.52%
Concorde Asset Management, LLC 86,834$4,211,4513.79%
Hall Private Wealth Advisors 111,453$5,405,4713.63%
Hamilton Wealth, LLC 181,802$8,817,3973.16%
Flaharty Asset Management, LLC 376,497$18,260,2683.06%
Somerset Group LLC 65,292$3,166,6622.98%
Stelac Advisory Services LLC 105,891$5,135,7142.80%
SFI Advisors, LLC 58,646$2,844,3312.78%
View complete list of ISHARES TR shareholders