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iShares Morningstar Large Core Idx shares owned by Colony

Quarter-by-quarter ownership of iShares Morningstar Large Core Idx (ILCB) shares owned by Colony from 13F filings

Historical chart of Colony investment in iShares Morningstar Large Core Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Large Core Idx held by Colony consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Large Core Idx by Colony

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 12k 94.38
2025-03-31 $273k 3.5k 77.26
2024-12-31 $286k 3.5k 81.16
2024-09-30 $280k 3.5k 79.23

More positions owned by Colony

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr State Street Tec (XLK)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Valued Advisers Tr Kovitz Core Eqt (EQTY)
Vanguard World Inf Tech Etf (VGT)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Colony

Top funds holding iShares Morningstar Large Core Idx

Exchange Traded Concepts
Ameriprise Financial
Equitable Holdings
LPL Financial
Cetera Investment Advisers
Wealth Enhancement Advisory Services
Jpmorgan Chase & Co
Commonwealth Equity Services
Raymond James Financial
UBS Group
Wealth Forward
CI Private Wealth
Gladstone Institutional Advisory
Wells Fargo & Company
Merit Financial Group

View all funds holding iShares Morningstar Large Core Idx