COLONY GROUP LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 296 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.

Quarter-by-quarter ownership
COLONY GROUP LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$6,469
-11.1%
90,936
-5.7%
0.10%
-5.9%
Q4 2022$7,274
-99.9%
96,386
-5.8%
0.10%
-17.1%
Q2 2022$7,162,000
+2279.4%
102,346
+3204.7%
0.12%
+1130.0%
Q1 2020$301,000
-29.5%
3,0970.0%0.01%
-9.1%
Q4 2019$427,000
+7.0%
3,0970.0%0.01%
-15.4%
Q3 2019$399,000
+2.6%
3,097
-0.0%
0.01%
+8.3%
Q2 2019$389,000
+6.3%
3,0980.0%0.01%
-20.0%
Q1 2019$366,000
+731.8%
3,098
+520.8%
0.02%
+275.0%
Q4 2015$44,0004990.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
First Citizens Financial Corp 59,051$4,786,0003.62%
HC Advisors, LLC 68,774$5,574,0003.43%
Magnus Financial Group LLC 153,112$12,410,0002.70%
Stillwater Capital Advisors, LLC 166,864$13,524,0002.24%
Somerset Group LLC 34,777$2,819,0002.01%
Sowa Financial Group, Inc. 31,519$2,555,0001.89%
BEAM WEALTH ADVISORS, INC. 25,057$2,031,0001.75%
WJ Wealth Management, LLC 5,393$437,0001.35%
CIM, LLC 97,948$8,234,0001.34%
HCR Wealth Advisors 94,314$7,644,0001.33%
View complete list of ISHARES TR shareholders