Carroll Financial Associates, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 125 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Carroll Financial Associates, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$151,000
-5.0%
1,6600.0%0.01%
-11.1%
Q3 2021$159,000
+19.5%
1,660
+23.4%
0.01%
+12.5%
Q2 2021$133,0001,3450.01%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
CWM, LLC 618,809$61,491,0000.49%
FOSTER DYKEMA CABOT & CO INC/MA 16,057$947,0000.15%
LFA - Lugano Financial Advisors SA 2,490$146,0000.09%
MISSION WEALTH MANAGEMENT, LP 10,233$604,0000.07%
Alpha Omega Wealth Management LLC 2,317$137,0000.06%
RPg Family Wealth Advisory, LLC 1,539$90,799,0000.05%
NORTH AMERICAN MANAGEMENT CORP 5,338$315,0000.05%
Brinker Capital Investments, LLC 25,214$1,487,0000.05%
Pacific Center for Financial Services 911$54,0000.03%
LAKE STREET ADVISORS GROUP, LLC 4,739$280,0000.03%
View complete list of ISHARES TR shareholders