Colony Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMQ and the CUSIP is 46435U325. A total of 101 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Colony Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,379
+39.4%
55,099
+40.8%
0.01%
-37.5%
Q1 2024$989
+0.7%
39,120
+1.9%
0.01%
-38.5%
Q4 2023$98238,3890.01%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Envision Financial Planning, LLC 136,542$3,416,2842.61%
Kathmere Capital Management, LLC 692,775$17,333,2311.84%
Praetorian Wealth Management, Inc. 230,342$5,763,1561.48%
Cypress Point Wealth Management, LLC 117,918$2,950,3021.40%
HENGEHOLD CAPITAL MANAGEMENT LLC 384,121$9,610,7081.00%
Gateway Advisory, LLC 172,828$4,324,1670.73%
Heartwood Wealth Advisors LLC 224,511$5,617,2650.67%
Crumly & Associates Inc. 78,491$1,963,8450.56%
Hills Bank & Trust Co 277,865$6,952,1820.56%
Signature Wealth Management Group 47,378$1,185,3990.52%
View complete list of ISHARES TR shareholders