COLTON GROOME FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBHC and the CUSIP is 46435U150. A total of 71 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

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 2023
NameSharesValueWeighting ↓
ABSOLUTE CAPITAL MANAGEMENT, LLC 376,126$8,799,00014.12%
Peloton Wealth Strategists 101,300$2,370,0001.16%
Asset Dedication, LLC 170,602$3,984,0000.59%
Northstar Group, Inc. 53,817$1,260,0000.36%
VALLEY NATIONAL ADVISERS INC 70,883$1,660,0000.35%
COLTON GROOME FINANCIAL ADVISORS, LLC 16,000$374,0000.19%
Timber Creek Capital Management LLC 23,998$561,0000.19%
Bellecapital International Ltd. 25,964$607,0000.17%
McLean Asset Management Corp 17,542$410,0000.16%
Bradley & Co. Private Wealth Management, LLC 5,717$133,0000.15%
View complete list of ISHARES TR shareholders