Carroll Financial Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 76 filers reported holding ISHARES TR in Q1 2016. 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$204,000
+223.8%
2,797
+208.7%
0.01%
+175.0%
Q3 2021$63,000
-1.6%
9060.0%0.00%0.0%
Q2 2021$64,000
+6.7%
9060.0%0.00%0.0%
Q1 2021$60,000
+3.4%
9060.0%0.00%0.0%
Q4 2020$58,000
+11.5%
9060.0%0.00%0.0%
Q3 2020$52,000
+6.1%
9060.0%0.00%0.0%
Q2 2020$49,000
+16.7%
9060.0%0.00%0.0%
Q1 2020$42,000
-17.6%
906
+2.4%
0.00%0.0%
Q4 2019$51,000
+6.2%
8850.0%0.00%0.0%
Q3 2019$48,000
-4.0%
885
-2.4%
0.00%0.0%
Q2 2019$50,000
+4.2%
9070.0%0.00%0.0%
Q1 2019$48,000
+33.3%
907
+21.4%
0.00%0.0%
Q4 2018$36,000
+3500.0%
747
+2390.0%
0.00%
Q2 2017$1,0000.0%300.0%0.00%
Q1 2017$1,0000.0%300.0%0.00%
Q4 2016$1,0000.0%300.0%0.00%
Q3 2016$1,0000.0%300.0%0.00%
Q2 2016$1,0000.0%300.0%0.00%
Q1 2016$1,0000.0%300.0%0.00%
Q4 2015$1,0000.0%300.0%0.00%
Q3 2015$1,000300.00%
Other shareholders
ISHARES TR shareholders Q1 2016
NameSharesValueWeighting ↓
Waterloo Capital, L.P. 232,378$14,753,6844.33%
Fort Henry Capital, LLC 49,682$3,154,3102.70%
Consilium Wealth Advisory, LLC 54,792$3,478,7342.44%
Archvest Wealth Advisors, Inc. 83,934$5,444,6802.22%
NORTHWEST WEALTH MANAGEMENT, LLC 77,304$4,908,0461.77%
UNIQUE WEALTH, LLC 66,436$4,218,0091.76%
PATTON ALBERTSON MILLER GROUP, LLC 112,648$7,152,0051.40%
Weaver Consulting Group 36,653$2,327,1191.05%
Buttonwood Financial Group, LLC 23,079$1,419,5871.04%
LBMC INVESTMENT ADVISORS, LLC 141,404$8,785,4600.94%
View complete list of ISHARES TR shareholders