COLTON GROOME FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is QLTA and the CUSIP is 46429B291. A total of 106 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
COLTON GROOME FINANCIAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,774,423
+17.8%
105,910
+23.3%
2.39%
+25.9%
Q2 2023$4,052,243
+56.9%
85,889
+59.1%
1.90%
+54.1%
Q1 2023$2,582,499
+42.6%
53,982
+38.0%
1.23%
+38.7%
Q4 2022$1,811,63239,1070.89%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
STERLING INVESTMENT ADVISORS LLC /ADV 304,784$17,327,00010.49%
HATTON CONSULTING, INC. 150,350$8,547,0006.70%
Curi Wealth Management, LLC 193,643$11,008,0005.52%
VALICENTI ADVISORY SERVICES INC 178,481$10,147,0002.81%
MACRO Consulting Group 90,947$5,171,0002.66%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 161,561$9,185,0002.31%
LFA - Lugano Financial Advisors SA 58,670$3,335,0002.10%
Lowe Wealth Advisors, LLC 75,874$4,313,0002.06%
Portland Global Advisors LLC 133,683$7,600,0001.47%
KCS Wealth Advisory 54,291$3,086,0001.45%
View complete list of ISHARES TR shareholders