Carroll Financial Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 156 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$14,152,000
+16950.6%
134,163
+16904.2%
0.75%
+14980.0%
Q3 2021$83,0000.0%7890.0%0.01%0.0%
Q2 2021$83,0000.0%7890.0%0.01%0.0%
Q1 2021$83,000
+1.2%
7890.0%0.01%0.0%
Q4 2020$82,000
-15.5%
789
-15.9%
0.01%
-28.6%
Q3 2020$97,000
+21.2%
938
+18.9%
0.01%0.0%
Q2 2020$80,000
+2.6%
7890.0%0.01%
-12.5%
Q1 2020$78,000
-1.3%
7890.0%0.01%
+33.3%
Q4 2019$79,0000.0%7890.0%0.01%
-14.3%
Q3 2019$79,0000.0%7890.0%0.01%0.0%
Q2 2019$79,000
+1.3%
7890.0%0.01%0.0%
Q1 2019$78,000
+1.3%
7890.0%0.01%
-22.2%
Q4 2018$77,000
-44.2%
789
-43.8%
0.01%
-40.0%
Q3 2018$138,000
-0.7%
1,4040.0%0.02%0.0%
Q2 2018$139,000
-0.7%
1,4040.0%0.02%0.0%
Q1 2018$140,0001,4040.02%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
ALTFEST L J & CO INC 384,121$39,972,00010.63%
KEATING INVESTMENT COUNSELORS INC 177,090$18,428,0009.65%
Wechter Feldman Wealth Management, Inc. 105,905$11,020,0008.65%
New Capital Management LP 61,137$6,362,0007.00%
Stordahl Capital Management, Inc. 122,699$12,768,0006.61%
Arbor Investment Advisors, LLC 217,617$22,645,0005.91%
Landmark Financial Advisors, LLC 176,058$18,232,0005.78%
Smith & Howard Wealth Management, LLC 91,410$9,512,0005.61%
American Money Management, LLC 117,863$12,265,0005.56%
Parcion Private Wealth LLC 322,390$33,377,0005.10%
View complete list of ISHARES TR shareholders