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Ishares Tr shares owned by Carr Financial Group Corp

Quarter-by-quarter ownership of Ishares Tr (IBHF) shares owned by Carr Financial Group Corp from 13F filings

Historical chart of Carr Financial Group Corp investment in Ishares Tr

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All positions including Ishares Tr held by Carr Financial Group Corp consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Carr Financial Group Corp

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 71k 23.39
2025-06-30 $1.9M 83k 23.23
2025-03-31 $1.6M 71k 23.22

More positions owned by Carr Financial Group Corp

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Msci Emrg Chn (EMXC)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Gold Tr Gold Shs (GLD)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard World Mega Grwth Ind (MGK)
Apple (AAPL)

View all positions for Carr Financial Group Corp

Top funds holding Ishares Tr

Morgan Stanley
LPL Financial
Cambridge Investment Research Advisors
Private Advisor
Wells Fargo & Company
Sterling Financial Group
LBMC Investment Advisors
Northwestern Mutual Wealth Management Company
Arrow Financial Corp.
Straightline Group
Cowa
Mid-American Wealth Advisory Group
Raymond James Financial
Littlejohn Financial Services
Ruggaard & Associates

View all funds holding Ishares Tr