Colony Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 151 filers reported holding ISHARES TR in Q1 2024. 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$21,313
-64.3%
804,566
-64.3%
0.07%
-85.1%
Q1 2024$59,625
-3.8%
2,253,383
-3.5%
0.48%
-40.4%
Q4 2023$62,0032,335,3460.81%
Other shareholders
ISHARES TR shareholders Q1 2024
NameSharesValueWeighting ↓
Kathmere Capital Management, LLC 657,800$17,421,8331.84%
Praetorian Wealth Management, Inc. 224,019$5,933,1431.52%
Cypress Point Wealth Management, LLC 113,000$2,992,8051.42%
Covington Investment Advisors Inc. 297,843$7,8881.27%
Foundry Financial Group, Inc. 50,522$1,338,0750.92%
Newman Dignan & Sheerar, Inc. 115,055$3,047,2200.79%
Paradiem, LLC 114,986$3,045,4040.76%
BLUE SQUARE ASSET MANAGEMENT, LLC 47,484$1,257,6140.73%
Atwater Malick LLC 76,683$2,030,9490.70%
Signature Wealth Management Group 57,343$1,518,7190.66%
View complete list of ISHARES TR shareholders