COLONY GROUP LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMI and the CUSIP is 46434V571. A total of 83 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
Q3 2018$352,000
-1.1%
13,934
-0.7%
0.02%
-5.3%
Q2 2018$356,0000.0%14,0390.0%0.02%0.0%
Q1 2018$356,000
-7.0%
14,039
-6.9%
0.02%
-20.8%
Q4 2017$383,000
-27.2%
15,084
-26.3%
0.02%
-33.3%
Q3 2017$526,000
+2.9%
20,474
+2.5%
0.04%0.0%
Q2 2017$511,000
-29.9%
19,984
-30.0%
0.04%
-46.3%
Q4 2015$729,000
+2.4%
28,547
+2.5%
0.07%
-19.3%
Q3 2015$712,000
-0.8%
27,847
-2.1%
0.08%
+9.2%
Q2 2015$718,000
+59.2%
28,445
+60.3%
0.08%
+52.0%
Q1 2015$451,000
+72.8%
17,750
+72.2%
0.05%
+85.2%
Q4 2014$261,00010,3100.03%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
Gateway Advisory, LLC 234,226$5,940,0001.74%
Asset Dedication, LLC 119,383$3,031,0001.50%
Fusion Family Wealth LLC 117,634$2,983,0001.00%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 212,833$5,397,0000.55%
Denver PWM, LLC 24,266$612,0000.54%
Vigilant Capital Management, LLC 146,419$3,713,0000.53%
Roof Eidam Maycock Peralta, LLC 42,445$1,076,0000.52%
M Holdings Securities, Inc. 59,638$1,512,0000.46%
PHILLIPS FINANCIAL MANAGEMENT, LLC 64,127$1,621,0000.35%
LEAVELL INVESTMENT MANAGEMENT, INC. 111,997$2,840,0000.33%
View complete list of ISHARES TR shareholders