COLTON GROOME FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 410 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.

Quarter-by-quarter ownership
COLTON GROOME FINANCIAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$2,961,255
+45.6%
109,030
+20.8%
1.45%
+40.0%
Q3 2022$2,034,000
-34.2%
90,285
-20.6%
1.04%
-32.9%
Q2 2022$3,089,000
-3.2%
113,743
+13.2%
1.54%
+4.7%
Q1 2022$3,192,000100,5161.48%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
First National Bank of Hutchinson 416,375$13,107,0006.49%
Chicago Wealth Management, Inc. 221,158$6,962,0005.53%
Fountainhead AM, LLC 250,504$7,886,0004.19%
COWA, LLC 178,695$5,725,0003.44%
Berkeley Capital Partners, LLC 225,003$7,083,0003.42%
Wilshire Advisors LLC 91,678$2,886,0002.73%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$28,269,0002.72%
Sterling Financial Planning, Inc. 114,657$3,609,0002.57%
Murphy, Middleton, Hinkle & Parker, Inc. 113,549$3,575,0002.08%
MONETA GROUP INVESTMENT ADVISORS LLC 1,081,004$34,030,0001.80%
View complete list of ISHARES TR shareholders