COLONY GROUP LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 315 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.2%.

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 Q4 2022
NameSharesValueWeighting ↓
Kellett Wealth Advisors, LLC 134,702$11,386,0008.99%
First Citizens Financial Corp 62,303$5,266,0003.95%
HC Advisors, LLC 54,865$4,638,0002.94%
Stillwater Capital Advisors, LLC 210,117$17,761,0002.85%
ETFIDEA, LLC 76,938$6,503,5692.81%
BEAM WEALTH ADVISORS, INC. 27,753$2,346,0002.70%
Magnus Financial Group LLC 184,312$15,580,0002.60%
Sowa Financial Group, Inc. 43,724$3,696,0002.22%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 41,549$3,512,0002.08%
Somerset Group LLC 33,023$2,791,0002.00%
View complete list of ISHARES TR shareholders