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Ishares Tr shares owned by Carr Financial Group Corp

Quarter-by-quarter ownership of Ishares Tr (IBHG) 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
2025-12-31 $1.9M 87k 22.32
2025-09-30 $354k 16k 22.49

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)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard World Mega Grwth Ind (MGK)

View all positions for Carr Financial Group Corp

Top funds holding Ishares Tr

LBMC Investment Advisors
Northwestern Mutual Wealth Management Company
Advisor Group Holdings
LPL Financial
Wells Fargo & Company
Keeler THomas Management
Commonwealth Equity Services
HighTower Advisors
Commonwealth Financial Services
Mutual Advisors
J.w. Cole Advisors
UBS Group
Mid-American Wealth Advisory Group
Raymond James Financial
Cetera Investment Advisers

View all funds holding Ishares Tr