COLONY GROUP LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWF and the CUSIP is 46434V316. A total of 29 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
COLONY GROUP LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$212,000
-16.9%
6,820
-1.4%
0.00%0.0%
Q1 2022$255,000
-10.2%
6,915
-4.7%
0.00%
-20.0%
Q4 2021$284,000
+3.6%
7,255
-2.2%
0.01%0.0%
Q3 2021$274,000
-21.0%
7,421
-18.4%
0.01%
-28.6%
Q2 2021$347,0000.0%9,099
-4.3%
0.01%0.0%
Q1 2021$347,000
-5.4%
9,504
-12.8%
0.01%
-12.5%
Q4 2020$367,000
+1.4%
10,898
-10.5%
0.01%
-11.1%
Q3 2020$362,000
+4.0%
12,173
-2.6%
0.01%
-10.0%
Q2 2020$348,000
+22.5%
12,504
+5.3%
0.01%
+11.1%
Q1 2020$284,000
-21.1%
11,874
+2.9%
0.01%0.0%
Q4 2019$360,000
+27.7%
11,534
+18.5%
0.01%0.0%
Q3 2019$282,000
+3.3%
9,736
+4.6%
0.01%0.0%
Q2 2019$273,000
+3.4%
9,308
+2.5%
0.01%
-18.2%
Q1 2019$264,000
+22.2%
9,077
+9.2%
0.01%
+10.0%
Q4 2018$216,000
+4.9%
8,313
+23.8%
0.01%0.0%
Q3 2018$206,0006,7160.01%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Royal Harbor Partners, LLC 316,217$12,390,0007.86%
ARQ WEALTH ADVISORS, LLC 140,333$5,499,0003.91%
DGS Capital Management, LLC 125,353$4,912,0003.06%
Coulter & Justus Financial Services, LLC 66,903$2,621,0002.06%
Darwin Wealth Management, LLC 267,468$10,019,0001.58%
Camarda Financial Advisors, LLC 51,882$2,033,0001.15%
SYM FINANCIAL Corp 49,556$1,942,0000.76%
Klaas Financial Asset Advisors, LLC 62,926$2,466,0000.56%
Independent Wealth Network Inc. 14,396$564,0000.35%
Burt Wealth Advisors 27,023$1,059,0000.35%
View complete list of ISHARES TR shareholders