COLTON GROOME FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 416 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.79 and the average weighting 0.3%.

Quarter-by-quarter ownership
COLTON GROOME FINANCIAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$507,097
-1.9%
10,787
+2.7%
0.25%
+5.0%
Q2 2023$516,761
+1.5%
10,499
+0.5%
0.24%
-0.4%
Q1 2023$509,256
+10.9%
10,442
+3.4%
0.24%
+8.0%
Q4 2022$459,277
-83.3%
10,094
-85.3%
0.22%
-84.0%
Q3 2022$2,755,000
+565.5%
68,863
+649.1%
1.40%
+578.7%
Q2 2022$414,000
-4.6%
9,193
+10.6%
0.21%
+3.0%
Q1 2022$434,000
-91.7%
8,310
-91.2%
0.20%
-90.5%
Q4 2021$5,230,000
+1194.6%
94,069
+1191.3%
2.13%
+1108.0%
Q3 2021$404,000
+12.5%
7,285
+16.7%
0.18%
+7.3%
Q2 2021$359,000
+19.7%
6,245
+15.0%
0.16%
-2.4%
Q1 2021$300,0005,4300.17%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Johnson Financial Group, Inc. 3,976,035$228,662,00014.95%
TLWM 449,731$25,876,0009.27%
GERMAN AMERICAN BANCORP, INC. 966,418$55,579,0008.75%
Epstein & White Financial LLC 470,598$27,030,0007.13%
Surevest, LLC 351,492$20,214,0005.27%
CUMBERLAND ADVISORS INC 388,120$22,321,0005.24%
Legacy Private Trust Co. 708,171$40,727,0003.43%
Northeast Financial Group, Inc. 90,743$5,218,6173.41%
Cadence Bank 406,858$23,399,0003.40%
SIMON QUICK ADVISORS, LLC 212,506$12,221,0003.23%
View complete list of ISHARES TR shareholders