COLONY GROUP LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 490 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
COLONY GROUP LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$322,000
-7.2%
4,3710.0%0.01%
-16.7%
Q4 2021$347,000
+1.2%
4,3710.0%0.01%
-14.3%
Q3 2021$343,000
-33.8%
4,371
-33.3%
0.01%
-30.0%
Q2 2021$518,000
+4.0%
6,5580.0%0.01%0.0%
Q1 2021$498,000
-4.0%
6,558
-7.7%
0.01%
-16.7%
Q4 2020$519,000
+95.1%
7,107
+69.8%
0.01%
+71.4%
Q3 2020$266,000
+4.7%
4,1850.0%0.01%0.0%
Q2 2020$254,000
-20.9%
4,185
-10.4%
0.01%
-12.5%
Q4 2019$321,000
+11.8%
4,670
+4.4%
0.01%
-11.1%
Q3 2019$287,000
-0.3%
4,4720.0%0.01%0.0%
Q2 2019$288,000
+1.8%
4,4720.0%0.01%
-25.0%
Q1 2019$283,000
-5.7%
4,472
-1.4%
0.01%
-20.0%
Q3 2018$300,0004,5370.02%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
IMPACTfolio, LLC 305,519$20,08518.62%
SWISS RE LTD 673,000$44,243,0208.10%
High Note Wealth, LLC 243,832$16,029,5086.71%
SPINNAKER TRUST 1,167,381$76,7445.98%
Financial Network Wealth Management LLC 165,774$10,897,9835.90%
Laurel Wealth Planning LLC 120,464$7,919,3035.11%
Bond & Devick Financial Network, Inc. 104,927$6,897,8804.92%
Shira Ridge Wealth Management 97,498$6,409,5074.41%
Ellevest, Inc. 672,311$44,197,7073.72%
Windsor Capital Management, LLC 145,169$9,543,4403.48%
View complete list of ISHARES TR shareholders