COLONY GROUP LLC - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 450 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.00 and the average weighting 1.2%.

Quarter-by-quarter ownership
COLONY GROUP LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$205,000
-80.8%
3,241
-77.8%
0.00%
-81.8%
Q1 2021$1,068,000
-3.9%
14,631
-3.3%
0.02%
-15.4%
Q4 2020$1,111,000
-39.4%
15,133
-43.7%
0.03%
-45.8%
Q3 2020$1,832,000
-69.8%
26,887
-70.7%
0.05%
-72.7%
Q2 2020$6,063,000
-29.4%
91,785
-33.7%
0.18%
-36.9%
Q1 2020$8,586,000
-38.0%
138,377
-25.5%
0.28%
-20.1%
Q4 2019$13,839,000
+1.0%
185,653
-0.7%
0.35%
-20.0%
Q3 2019$13,706,000
+0.2%
187,041
-0.6%
0.44%
+0.7%
Q2 2019$13,673,000
+49.9%
188,232
+48.6%
0.43%
+13.4%
Q1 2019$9,123,000
+28.5%
126,710
+18.9%
0.38%
+11.0%
Q4 2018$7,102,000
-14.0%
106,534
-6.1%
0.34%
-16.5%
Q3 2018$8,262,000
+2.6%
113,479
+0.2%
0.41%
-1.9%
Q2 2018$8,054,000
-2.4%
113,216
+1.1%
0.42%
-6.5%
Q1 2018$8,253,000
+0.8%
111,991
-0.1%
0.45%
-12.5%
Q4 2017$8,185,000
-34.9%
112,154
-36.6%
0.51%
-40.2%
Q3 2017$12,567,000
+2.7%
176,853
+0.1%
0.86%
-1.6%
Q2 2017$12,236,000
+7014.0%
176,725
+6556.3%
0.87%
+5350.0%
Q4 2015$172,000
+1.2%
2,655
-2.0%
0.02%
-15.8%
Q3 2014$170,000
-6.6%
2,709
-2.7%
0.02%
-20.8%
Q2 2014$182,000
+4.0%
2,7830.0%0.02%0.0%
Q1 2014$175,0002,7830.02%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
Shelter Ins Retirement Plan 816,500$59,613,00030.48%
O'Brien Wealth Partners LLC 728,769$54,038,00017.90%
Financial Advisors, LLC 484,535$35,366,00014.11%
Burt Wealth Advisors 488,964$35,690,00013.15%
Peterson Wealth Advisors, LLC 363,847$26,557,00010.81%
Personal Wealth Partners 257,321$18,782,0008.48%
Verde Capital Management 240,159$17,531,0007.72%
Monterey Private Wealth, Inc. 181,967$13,602,0007.49%
JANICZEK WEALTH MANAGEMENT, LLC 231,002$16,861,0006.72%
MIRSKY FINANCIAL MANAGEMENT CORP. 192,545$14,054,0006.52%
View complete list of ISHARES TR shareholders