Carroll Financial Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 583 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.9%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$198,000
+14.5%
2,596
+12.7%
0.01%
+10.0%
Q3 2021$173,000
+5.5%
2,304
+5.5%
0.01%
+11.1%
Q2 2021$164,000
+8.6%
2,183
+5.3%
0.01%0.0%
Q1 2021$151,000
-56.7%
2,074
-56.4%
0.01%
-60.9%
Q4 2020$349,000
-13.8%
4,760
-19.9%
0.02%
-25.8%
Q3 2020$405,000
-12.5%
5,945
-15.2%
0.03%
-20.5%
Q2 2020$463,000
-4.3%
7,014
-10.1%
0.04%
-18.8%
Q1 2020$484,000
-27.8%
7,802
-13.2%
0.05%
-9.4%
Q4 2019$670,000
+8.8%
8,989
+6.8%
0.05%
-1.9%
Q3 2019$616,0000.0%8,414
-0.8%
0.05%0.0%
Q2 2019$616,000
-1.4%
8,484
-2.4%
0.05%
-8.5%
Q1 2019$625,000
-77.4%
8,690
-78.7%
0.06%
-80.8%
Q4 2018$2,767,000
+354.4%
40,763
+386.7%
0.31%
+381.2%
Q3 2018$609,000
+5.7%
8,375
+3.4%
0.06%
+4.9%
Q2 2018$576,000
+3.6%
8,100
+7.2%
0.06%0.0%
Q1 2018$556,000
+3.7%
7,555
+2.8%
0.06%
+3.4%
Q4 2017$536,000
+2.7%
7,3500.0%0.06%0.0%
Q3 2017$522,000
+4.0%
7,350
+1.4%
0.06%
-3.3%
Q2 2017$502,000
+37.9%
7,250
+31.3%
0.06%
+32.6%
Q1 2017$364,000
-47.5%
5,520
-51.2%
0.05%
-53.5%
Q4 2016$693,000
-47.0%
11,323
-41.4%
0.10%
-49.5%
Q3 2016$1,307,000
+35.2%
19,333
+32.6%
0.20%
+21.0%
Q2 2016$967,000
+85.2%
14,578
+85.5%
0.16%
+67.0%
Q1 2016$522,000
+307.8%
7,858
+296.3%
0.10%
+259.3%
Q4 2015$128,000
+190.9%
1,983
+193.8%
0.03%
+170.0%
Q3 2015$44,000
+22.2%
675
+22.7%
0.01%
+25.0%
Q2 2015$36,0005500.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
O'Brien Wealth Partners LLC 794,211$52,084,00020.67%
Burt Wealth Advisors 543,101$39,179,00011.75%
Prism Advisors, Inc. 286,940$20,700,0006.93%
Ballew Advisors, Inc 120,480$8,595,0006.56%
Personal Wealth Partners 208,244$15,023,0006.56%
AGILIS PARTNERS LLC 177,902$12,834,0006.42%
VAUGHAN & Co SECURITIES, INC. 119,500$8,621,0005.96%
Wharton Business Group, LLC 1,313,872$94,783,0005.75%
Forum Private Client Group LLC 100,720$7,266,0005.64%
JANICZEK WEALTH MANAGEMENT, LLC 226,576$16,345,0004.51%
View complete list of ISHARES TR shareholders