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Ishares Tr shares owned by Colony

Quarter-by-quarter ownership of Ishares Tr (IBDV) shares owned by Colony from 13F filings

Historical chart of Colony investment in Ishares Tr

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All positions including Ishares Tr held by Colony consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Colony

Quarter filed Position value Share count Share price at filing
2025-09-30 $676k 31k 22.15
2025-06-30 $671k 31k 21.98

More positions owned by Colony

Select Sector Spdr Tr Technology (XLK)
Apple (AAPL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Ea Series Trust Ea Bridgeway Omn (BSVO)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us High Profitab (DUHP)

View all positions for Colony

Top funds holding Ishares Tr

Aptus Capital Advisors
Mercer Global Advisors
Capital Investment Advisors
Capital Advisors
Wells Fargo & Company
Raymond James Financial
HighTower Advisors
Royal Bank of Canada
Sigma Investment Counselors
Summit Financial
Klingman & Associates
UBS Group
Us Bancorp
Apollon Wealth Management
Sound View Wealth Advisors Group

View all funds holding Ishares Tr