Carolina Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGLB and the CUSIP is 464289511. A total of 137 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
Carolina Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,492,799
-0.5%
116,521
+8.8%
3.10%
-6.7%
Q2 2023$5,522,861
-2.0%
107,136
-0.4%
3.32%
+0.7%
Q1 2023$5,635,435
+109092.7%
107,567
+3.8%
3.30%
+1.5%
Q4 2022$5,161
-99.9%
103,652
+36.2%
3.25%
+12.8%
Q3 2022$3,669,000
-7.2%
76,080
+2.6%
2.88%
+10.3%
Q2 2022$3,954,000
+1.5%
74,167
+17.0%
2.61%
+6.2%
Q1 2022$3,894,000
-6.9%
63,397
+5.4%
2.46%
+4.1%
Q4 2021$4,184,000
+7.7%
60,157
+7.3%
2.36%
-8.1%
Q3 2021$3,884,000
+0.5%
56,056
+1.9%
2.57%
-1.2%
Q2 2021$3,863,000
+15.2%
55,025
+9.4%
2.60%
+6.4%
Q1 2021$3,352,000
-4.8%
50,275
+4.2%
2.45%
-13.5%
Q4 2020$3,522,000
+9.0%
48,237
+5.1%
2.83%
-0.3%
Q3 2020$3,231,000
+7.3%
45,883
+6.7%
2.84%
-2.6%
Q2 2020$3,012,000
+10.9%
43,010
+0.8%
2.91%
-7.2%
Q1 2020$2,716,000
-32.3%
42,684
-29.1%
3.14%
-17.4%
Q4 2019$4,012,00060,1763.80%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Boltwood Capital Management 10,260$540,5990.18%
Horizons Wealth Management 3,492$183,9930.12%
View complete list of ISHARES TR shareholders