COLONY GROUP LLC - ISHARES TR ownership

ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 119 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
COLONY GROUP LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,197
-18.3%
46,299
-15.3%
0.02%
-14.3%
Q2 2023$1,465
+0.8%
54,635
-0.4%
0.02%
-4.5%
Q1 2023$1,453
+2.5%
54,850
-4.8%
0.02%
+10.0%
Q4 2022$1,417
-100.0%
57,590
-57.8%
0.02%
-60.0%
Q3 2022$2,860,000
-23.9%
136,566
-14.5%
0.05%
-23.1%
Q2 2022$3,758,000
-44.8%
159,715
-35.1%
0.06%
-36.3%
Q1 2022$6,813,000
+6.9%
246,214
+11.3%
0.10%
-8.9%
Q4 2021$6,376,000
-4.6%
221,234
-3.9%
0.11%
-12.5%
Q3 2021$6,683,000
-4.4%
230,285
-1.0%
0.13%
-7.9%
Q2 2021$6,989,000
-2.0%
232,566
-6.4%
0.14%
-7.3%
Q1 2021$7,130,000
-2.9%
248,349
-8.0%
0.15%
-11.2%
Q4 2020$7,341,000
+2.3%
270,083
-8.6%
0.17%
-9.6%
Q3 2020$7,178,000
-2.6%
295,409
-8.1%
0.19%
-12.2%
Q2 2020$7,367,000
-46.7%
321,425
-52.9%
0.21%
-52.6%
Q1 2020$13,827,000
-35.0%
682,492
-13.2%
0.45%
-16.4%
Q4 2019$21,262,000
+6.5%
786,024
+0.4%
0.54%
-15.4%
Q3 2019$19,972,000
-4.1%
783,228
-1.3%
0.64%
-3.8%
Q2 2019$20,830,000
-2.7%
793,212
-2.4%
0.66%
-26.5%
Q1 2019$21,409,000
+4.0%
813,107
-6.4%
0.90%
-9.9%
Q4 2018$20,589,000
+146.3%
868,347
+191.7%
1.00%
+139.1%
Q3 2018$8,360,000
+4.9%
297,727
+3.2%
0.42%
+0.2%
Q2 2018$7,971,000
+0.1%
288,507
+4.7%
0.42%
-4.1%
Q1 2018$7,963,000
+0.5%
275,643
+0.4%
0.43%
-12.5%
Q4 2017$7,921,000
+13.1%
274,568
+9.9%
0.50%
+3.8%
Q3 2017$7,002,000
+17.1%
249,722
+9.6%
0.48%
+12.2%
Q2 2017$5,977,000
+15.0%
227,771
+9.7%
0.43%
-13.1%
Q1 2017$5,197,000
+455.2%
207,723
+415.4%
0.49%
+390.0%
Q4 2016$936,00040,3020.10%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Tolleson Wealth Management, Inc. 2,307,962$59,66114.36%
Strategic Financial Services, Inc, 6,256,905$161,740,99412.59%
MERIDIAN MANAGEMENT CO 1,416,426$36,614,60111.94%
Coulter & Justus Financial Services, LLC 515,480$13,325,1519.69%
Clearwater Capital Advisors, LLC 1,727,204$44,648,2245.47%
Arden Trust Co 883,139$22,829,1613.80%
Stokes Family Office, LLC 1,082,220$27,975,3903.28%
Wade Financial Advisory, Inc 265,912$6,873,8172.94%
Horizon Family Wealth, Inc. 111,259$2,876,0532.78%
Thrive Wealth Management, LLC 360,985$9,331,4562.48%
View complete list of ISHARES TR shareholders