COLONY GROUP LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 393 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.

Quarter-by-quarter ownership
COLONY GROUP LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$5,770
+3.6%
209,881
+2.4%
0.08%
+9.0%
Q4 2022$5,568
-99.9%
205,020
-11.1%
0.08%
-15.2%
Q3 2022$5,197,000
-18.1%
230,655
-1.3%
0.09%
-15.6%
Q2 2022$6,349,000
+56.5%
233,760
+83.0%
0.11%
+78.7%
Q1 2022$4,057,000
+44.6%
127,751
+42.0%
0.06%
+24.5%
Q4 2021$2,806,000
-9.1%
89,986
-11.3%
0.05%
-16.9%
Q3 2021$3,088,000
-7.4%
101,496
-1.3%
0.06%
-10.6%
Q2 2021$3,333,000
-2.2%
102,870
-5.0%
0.07%
-8.3%
Q1 2021$3,409,000
-38.6%
108,295
-42.5%
0.07%
-43.8%
Q4 2020$5,555,000
+10.2%
188,498
-6.8%
0.13%
-2.3%
Q3 2020$5,042,000
-1.8%
202,241
-1.1%
0.13%
-12.1%
Q2 2020$5,137,000
-8.8%
204,487
-17.9%
0.15%
-18.6%
Q1 2020$5,630,000
+187.7%
249,114
+327.2%
0.18%
+273.5%
Q4 2019$1,957,000
-0.7%
58,310
-9.0%
0.05%
-22.2%
Q3 2019$1,970,000
-5.5%
64,096
-5.5%
0.06%
-4.5%
Q2 2019$2,084,000
+34633.3%
67,842
+33821.0%
0.07%
+6500.0%
Q4 2015$6,0000.0%2000.0%0.00%0.0%
Q3 2015$6,0000.0%2000.0%0.00%0.0%
Q2 2015$6,000
-14.3%
2000.0%0.00%0.0%
Q1 2015$7,000
-12.5%
2000.0%0.00%0.0%
Q4 2013$8,0002000.00%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 251,494$7,987,0005.36%
Fountainhead AM, LLC 328,156$10,422,0004.63%
Kerntke Otto McGlone Wealth Management Group 43,228$1,373,0003.14%
Sterling Financial Planning, Inc. 152,140$4,832,0003.04%
First National Bank of Hutchinson 163,677$5,199,0003.03%
COWA, LLC 173,456$5,512,0002.74%
SUMMIT FINANCIAL GROUP, INC. 210,315$7,696,0002.61%
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 63,461$2,016,0002.25%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$28,520,0002.16%
Murphy, Middleton, Hinkle & Parker, Inc. 117,520$3,732,0002.00%
View complete list of ISHARES TR shareholders