COLONY GROUP LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMG and the CUSIP is 46429B580. A total of 77 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
COLONY GROUP LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2018$350,0000.0%13,7760.0%0.02%
-5.3%
Q1 2018$350,000
-6.4%
13,776
-6.5%
0.02%
-17.4%
Q4 2017$374,000
-26.4%
14,731
-26.1%
0.02%
-34.3%
Q3 2017$508,000
+1.6%
19,921
+1.5%
0.04%
-2.8%
Q2 2017$500,000
-21.3%
19,631
-21.1%
0.04%
-37.9%
Q4 2015$635,000
+8.4%
24,874
+8.7%
0.06%
-14.7%
Q3 2015$586,000
+9.5%
22,874
+9.2%
0.07%
+21.4%
Q2 2015$535,000
+90.4%
20,943
+91.3%
0.06%
+93.1%
Q4 2014$281,00010,9500.03%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
Gateway Advisory, LLC 233,778$5,938,0001.74%
Asset Dedication, LLC 129,171$3,281,0001.63%
MANAGED ACCOUNT SERVICES INC 72,000$1,829,0001.20%
Prism Advisors, Inc. 81,277$2,066,0001.16%
Fusion Family Wealth LLC 86,924$2,208,0000.74%
Roof Eidam Maycock Peralta, LLC 43,255$1,099,0000.53%
Denver PWM, LLC 20,554$522,0000.46%
PHILLIPS FINANCIAL MANAGEMENT, LLC 76,376$1,938,0000.42%
LEAVELL INVESTMENT MANAGEMENT, INC. 132,997$3,378,0000.39%
Paulson Wealth Management Inc. 11,434$290,0000.29%
View complete list of ISHARES TR shareholders