COLONY GROUP LLC - ISHARES TR ownership

ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 495 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.9%.

Quarter-by-quarter ownership
COLONY GROUP LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$34,960
+31.2%
347,276
+31.1%
0.52%
+38.9%
Q2 2023$26,652
+212.2%
264,851
+212.0%
0.38%
+200.0%
Q1 2023$8,537
+37.6%
84,876
+37.0%
0.13%
+44.8%
Q4 2022$6,203
-99.8%
61,948
+61.7%
0.09%
+27.9%
Q3 2022$3,842,00038,3180.07%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
ESG Planning DBA Harper Investing 774,070$77,925,66389.35%
Sound Financial Strategies Group, LLC 639,243$64,352,59353.19%
CABANA LLC 132,903$13,379,41050.01%
Stuart Chaussee & Associates, Inc. 1,206,661$121,474,56340.39%
BML Capital Management, LLC 270,000$27,180,90024.96%
Vigilare Wealth Management 327,917$33,011,41521.06%
Titan Capital Management, LLC /TX 147,221$14,820,73819.96%
RIA Advisory Group LLC 442,514$44,548,29219.94%
VitalStone Financial, LLC 219,600$22,05418.62%
Mader & Shannon Wealth Management, Inc. 221,379$22,286,22414.65%
View complete list of ISHARES TR shareholders