Carroll Financial Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 216 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q3 2021
NameSharesValueWeighting ↓
Fort Henry Capital, LLC 59,288$3,805,0003.80%
NORTHWEST WEALTH MANAGEMENT, LLC 75,500$4,846,0003.34%
Peregrine Asset Advisers, Inc. 101,428$6,510,0003.04%
PATTON ALBERTSON MILLER GROUP, LLC 104,422$7,028,0001.67%
Ahrens Investment Partners LLC 46,536$2,987,0001.60%
Trilogy Capital Inc. 292,398$18,766,0001.53%
Madrona Financial Services, LLC 35,062$2,250,0001.26%
Weaver Consulting Group 30,765$1,974,0001.23%
LBMC INVESTMENT ADVISORS, LLC 160,681$10,313,0001.22%
MARINO, STRAM & ASSOCIATES LLC 39,464$2,533,0001.12%
View complete list of ISHARES TR shareholders