COLONY GROUP LLC - ISHARES TR ownership

ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 205 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.

Quarter-by-quarter ownership
COLONY GROUP LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$230,000
+10.6%
2,758
+18.1%
0.00%
-25.0%
Q4 2021$208,000
-20.9%
2,335
-11.4%
0.00%
-20.0%
Q3 2021$263,000
+10.0%
2,635
+12.5%
0.01%0.0%
Q2 2021$239,000
-6.6%
2,343
-10.1%
0.01%0.0%
Q1 2021$256,000
-30.6%
2,605
-31.9%
0.01%
-44.4%
Q4 2020$369,000
+16.8%
3,827
-2.1%
0.01%
+12.5%
Q3 2020$316,000
+13.7%
3,9110.0%0.01%0.0%
Q2 2020$278,000
+29.9%
3,911
-0.8%
0.01%
+14.3%
Q1 2020$214,000
-17.1%
3,941
-4.1%
0.01%0.0%
Q4 2019$258,000
+2.8%
4,110
-4.6%
0.01%
-12.5%
Q3 2019$251,000
+0.4%
4,310
+2.7%
0.01%0.0%
Q2 2019$250,000
+2.5%
4,196
-0.4%
0.01%
-20.0%
Q1 2019$244,0004,2130.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Kades & Cheifetz LLC 65,988$5,038,8283.86%
Cornerstone Planning Group LLC 111,804$8,537,3323.37%
Adams Wealth Management 117,499$8,972,2242.80%
Friedenthal Financial 51,705$3,948,1942.64%
AIRE ADVISORS, LLC 123,238$9,415,5272.48%
HORIZON FINANCIAL SERVICES, LLC 37,253$2,844,6012.32%
360 Financial, Inc. 58,114$4,437,6082.30%
Baron Financial Group, LLC 48,290$3,687,4252.28%
Synergy Asset Management, LLC 115,101$8,789,1122.18%
Econ Financial Services Corp 38,978$2,976,3602.10%
View complete list of ISHARES TR shareholders