COLTON GROOME FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBHC and the CUSIP is 46435U150. A total of 48 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
COLTON GROOME FINANCIAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$378,240
+0.0%
16,0000.0%0.19%
+6.8%
Q2 2023$378,080
+0.1%
16,0000.0%0.18%
-1.7%
Q1 2023$377,760
+0.6%
16,0000.0%0.18%
-2.2%
Q4 2022$375,520
+0.4%
16,0000.0%0.18%
-3.7%
Q3 2022$374,0000.0%16,0000.0%0.19%
+2.1%
Q2 2022$374,000
-1.8%
16,0000.0%0.19%
+6.2%
Q1 2022$381,000
-2.6%
16,0000.0%0.18%
+10.7%
Q4 2021$391,000
-1.0%
16,0000.0%0.16%
-7.6%
Q3 2021$395,000
-0.5%
16,0000.0%0.17%
-5.5%
Q2 2021$397,000
+0.8%
16,0000.0%0.18%
-17.3%
Q1 2021$394,00016,0000.22%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
CALTON & ASSOCIATES, INC. 110,245$2,733,0000.52%
VALLEY NATIONAL ADVISERS INC 78,663$1,950,0000.36%
Bradley & Co. Private Wealth Management, LLC 12,132$301,0000.26%
Peloton Wealth Strategists 20,000$496,0000.20%
CHILDRESS CAPITAL ADVISORS, LLC 16,907$419,0000.19%
COLTON GROOME FINANCIAL ADVISORS, LLC 16,000$397,0000.18%
Bellecapital International Ltd. 21,251$527,0000.16%
Northstar Group, Inc. 22,429$556,0000.15%
Timber Creek Capital Management LLC 18,106$448,0000.14%
FLOW TRADERS U.S. LLC 90,778$2,250,0000.11%
View complete list of ISHARES TR shareholders