Carroll Financial Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 314 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$179,000
-98.5%
3,556
-98.4%
0.01%
-98.5%
Q3 2021$11,671,000
+14.9%
228,542
+15.4%
0.65%
+13.4%
Q2 2021$10,155,000
+10.5%
198,008
+10.5%
0.58%
+1.8%
Q1 2021$9,192,000
+21.9%
179,219
+22.8%
0.56%
+12.5%
Q4 2020$7,538,000
+40.9%
145,987
+40.6%
0.50%
+21.5%
Q3 2020$5,351,000
+21.6%
103,811
+21.4%
0.41%
+12.5%
Q2 2020$4,402,000
+9.1%
85,544
+7.0%
0.37%
-7.3%
Q1 2020$4,035,000
+30.8%
79,911
+30.6%
0.40%
+61.6%
Q4 2019$3,084,000
+81.3%
61,192
+81.6%
0.24%
+64.4%
Q3 2019$1,701,00033,6940.15%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Old North State Trust, LLC 259,407$13,372,0009.00%
Hudson Capital Management LLC 323,797$16,691,735,0008.16%
Courage Miller Partners, LLC 286,562$14,749,0007.93%
Acorns Advisers, LLC 3,539,432$182,458,0005.99%
Carl P. Sherr & Co., LLC 116,266$5,994,0005.43%
SPINNAKER TRUST 1,163,752$59,990,0005.32%
STERLING INVESTMENT ADVISORS LLC /ADV 134,296$6,923,0005.28%
CAPITAL INSIGHT PARTNERS, LLC 349,830$18,034,0005.07%
Divergent Wealth Advisors 337,903$17,419,0004.70%
Danda Trouve Investment Management, Inc. 64,819$3,341,0004.55%
View complete list of ISHARES TR shareholders