Carroll Financial Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 408 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$0160.0%0.00%
Q3 2021$0160.0%0.00%
Q2 2021$0160.0%0.00%
Q1 2021$0160.0%0.00%
Q4 2020$0
-100.0%
16
-75.4%
0.00%
Q3 2020$2,00065
+306.2%
0.00%
Q2 2020$0160.0%0.00%
Q1 2020$0
-100.0%
16
-96.2%
0.00%
-100.0%
Q4 2019$19,000416
+2500.0%
0.00%
Q3 2019$0160.0%0.00%
Q2 2019$0160.0%0.00%
Q1 2019$0160.0%0.00%
Q4 2018$0160.0%0.00%
Q3 2018$0160.0%0.00%
Q2 2018$0160.0%0.00%
Q1 2018$0160.0%0.00%
Q4 2017$0160.0%0.00%
Q3 2017$0160.0%0.00%
Q2 2017$0160.0%0.00%
Q1 2017$0160.0%0.00%
Q4 2016$0160.0%0.00%
Q3 2016$0160.0%0.00%
Q2 2016$0160.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Divergent Planning, LLC 363,684$14,747,00010.60%
KilterHowling LLC 216,961$8,797,7569.88%
Williams Financial, LLC 208,856$8,469,0006.89%
Thrive Capital Management, LLC 232,513$9,428,0006.53%
Sound Income Strategies, LLC 1,045,901$42,411,0005.66%
Matthew Goff Investment Advisor, LLC 493,701$20,020,0005.39%
Legacy Financial Group LLC 418,144$16,956,0005.35%
Regal Wealth Group, Inc. 180,706$7,328,0005.29%
FINANCIAL ADVISORY PARTNERS, LLC 303,352$12,300,9245.08%
SMITH CHAS P & ASSOCIATES PA CPAS 1,646,689$66,773,0004.81%
View complete list of ISHARES TR shareholders