COLONY GROUP LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 772 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.5%.

Quarter-by-quarter ownership
COLONY GROUP LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$894
-15.9%
10,017
-10.4%
0.01%
-13.3%
Q2 2023$1,063
+0.5%
11,174
-1.2%
0.02%
-6.2%
Q1 2023$1,058
-18.7%
11,306
-20.7%
0.02%
-11.1%
Q4 2022$1,302
-99.9%
14,264
+24.0%
0.02%
+5.9%
Q3 2022$948,000
-17.3%
11,502
-10.7%
0.02%
-15.0%
Q2 2022$1,146,000
-13.1%
12,8750.0%0.02%0.0%
Q1 2022$1,318,000
-2.4%
12,875
-0.4%
0.02%
-16.7%
Q4 2021$1,351,000
+52.3%
12,933
+46.8%
0.02%
+41.2%
Q3 2021$887,000
-4.8%
8,808
-0.3%
0.02%
-10.5%
Q2 2021$932,000
-13.9%
8,838
-17.7%
0.02%
-17.4%
Q1 2021$1,082,000
+29.1%
10,736
+4.2%
0.02%
+21.1%
Q4 2020$838,000
+26.4%
10,304
+90.3%
0.02%
+11.8%
Q3 2020$663,000
+1.7%
5,414
+0.0%
0.02%
-10.5%
Q2 2020$652,000
-20.8%
5,413
-34.3%
0.02%
-29.6%
Q1 2020$823,000
-95.9%
8,233
-93.4%
0.03%
-94.7%
Q4 2019$20,024,000
+7.8%
124,526
+0.7%
0.50%
-14.6%
Q3 2019$18,569,000
+1.0%
123,638
-0.1%
0.59%
+1.4%
Q2 2019$18,391,000
-4.7%
123,747
-5.4%
0.58%
-27.9%
Q1 2019$19,297,000
+5.2%
130,789
-5.9%
0.81%
-8.9%
Q4 2018$18,335,000
+1588.3%
139,062
+2037.4%
0.89%
+1544.4%
Q3 2018$1,086,0000.0%6,506
-2.2%
0.05%
-5.3%
Q2 2018$1,086,000
+7.1%
6,655
-1.0%
0.06%
+3.6%
Q1 2018$1,014,000
-37.5%
6,721
-36.4%
0.06%
-46.1%
Q4 2017$1,622,000
+3.4%
10,562
-0.1%
0.10%
-4.7%
Q3 2017$1,569,000
+1.1%
10,577
-4.7%
0.11%
-3.6%
Q2 2017$1,552,000
+2.0%
11,100
+1.1%
0.11%
-22.4%
Q1 2017$1,522,000
-16.1%
10,974
-15.3%
0.14%
-26.7%
Q4 2016$1,815,000
+7.5%
12,963
-4.1%
0.20%
+3.7%
Q3 2016$1,688,000
+2.2%
13,524
-4.3%
0.19%
+3.3%
Q2 2016$1,652,000
-9.6%
14,138
-12.4%
0.18%
-13.7%
Q1 2016$1,828,000
-90.8%
16,132
-91.2%
0.21%
-88.4%
Q4 2015$19,873,000
+957.1%
183,734
+924.3%
1.82%
+728.8%
Q3 2015$1,880,000
-3.2%
17,937
+8.7%
0.22%
+6.8%
Q2 2015$1,943,000
-11.0%
16,499
-10.2%
0.20%
-14.9%
Q1 2015$2,183,000
-67.0%
18,363
-67.3%
0.24%
-65.2%
Q4 2014$6,625,000
+491.5%
56,169
+438.1%
0.69%
+450.0%
Q3 2014$1,120,000
-8.3%
10,438
-1.3%
0.13%
-22.7%
Q2 2014$1,221,000
-0.6%
10,575
-2.3%
0.16%
-1.8%
Q1 2014$1,228,000
-0.4%
10,827
-2.3%
0.17%
-3.5%
Q4 2013$1,233,000
+29.8%
11,082
+19.1%
0.17%
-8.0%
Q3 2013$950,000
-3.6%
9,302
-11.8%
0.19%
-5.1%
Q2 2013$985,00010,5500.20%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Palisades Hudson Asset Management, L.P. 292,393$26,08714.28%
Cosner Financial Group, LLC 103,871$9,267,3558.17%
Forbes Financial Planning, Inc. 79,981$7,135,9137.65%
Pensionmark Financial Group, LLC 329,889$29,604,8035.86%
Probity Advisors, Inc. 275,750$24,602,4545.67%
ETFIDEA, LLC 127,397$11,366,3194.83%
Sterling Financial Planning, Inc. 86,386$7,707,3793.95%
LTG Capital LLC 38,661$3,449,3353.64%
SOUTHERN CAPITAL ADVISORS, LLC 47,835$4,267,8063.55%
Ellis Investment Partners, LLC 152,196$13,578,9333.49%
View complete list of ISHARES TR shareholders