Carroll Financial Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 262 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$729,000
+3.3%
12,7420.0%0.04%0.0%
Q3 2021$706,000
-1.0%
12,7420.0%0.04%
-2.5%
Q2 2021$713,000
+1.0%
12,742
-3.4%
0.04%
-7.0%
Q1 2021$706,000
+1.0%
13,187
-1.5%
0.04%
-8.5%
Q4 2020$699,000
+4.6%
13,392
-3.0%
0.05%
-9.6%
Q3 2020$668,000
-0.7%
13,807
-4.9%
0.05%
-7.1%
Q2 2020$673,000
+18.5%
14,522
+5.7%
0.06%0.0%
Q1 2020$568,000
+74.8%
13,735
+102.0%
0.06%
+115.4%
Q4 2019$325,000
+8025.0%
6,798
+7209.7%
0.03%
Q3 2019$4,000
-92.6%
93
-92.2%
0.00%
-100.0%
Q2 2019$54,000
+1.9%
1,1880.0%0.01%0.0%
Q1 2019$53,000
+8.2%
1,188
+0.3%
0.01%0.0%
Q4 2018$49,0000.0%1,185
+7.7%
0.01%0.0%
Q3 2018$49,000
+2.1%
1,1000.0%0.01%0.0%
Q2 2018$48,000
-2.0%
1,1000.0%0.01%0.0%
Q1 2018$49,0000.0%1,1000.0%0.01%0.0%
Q4 2017$49,0000.0%1,1000.0%0.01%
-16.7%
Q3 2017$49,000
+4.3%
1,1000.0%0.01%0.0%
Q2 2017$47,000
+2.2%
1,1000.0%0.01%0.0%
Q1 2017$46,000
+4.5%
1,1000.0%0.01%0.0%
Q4 2016$44,0001,1000.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Strategic Wealth Partners Group, LLC 955,561$46,288,00011.19%
ARQ WEALTH ADVISORS, LLC 155,668$7,541,0007.26%
Weaver Consulting Group 89,157$4,319,0002.49%
NORTHWEST WEALTH MANAGEMENT, LLC 60,126$2,913,0002.42%
Aveo Capital Partners, LLC 138,503$6,709,0002.42%
Madrona Financial Services, LLC 72,922$3,532,0002.22%
MARINO, STRAM & ASSOCIATES LLC 77,445$3,751,0002.00%
Professional Financial Advisors, LLC 31,235$1,484,0001.38%
Strategic Family Wealth Counselors, L.L.C. 43,609$2,112,0001.18%
PATTON ALBERTSON MILLER GROUP, LLC 86,002$4,166,0001.18%
View complete list of ISHARES TR shareholders