APPLETON PARTNERS INC/MA - ISHARES TR ownership

ISHARES TR's ticker is IBB and the CUSIP is 464287556. A total of 531 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 1.50 and the average weighting 0.4%.

Quarter-by-quarter ownership
APPLETON PARTNERS INC/MA ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$9,790
+14.5%
72,062
+3.1%
0.79%
+3.8%
Q3 2023$8,551
+4.2%
69,926
+8.2%
0.76%
+9.7%
Q2 2023$8,204
+1.9%
64,618
+3.6%
0.69%
-3.2%
Q1 2023$8,054
+6.6%
62,354
+8.3%
0.72%0.0%
Q4 2022$7,556
-99.9%
57,551
+1.1%
0.72%
+7.5%
Q3 2022$6,658,000
-2.7%
56,924
-2.2%
0.67%
+2.9%
Q2 2022$6,845,000
-13.7%
58,191
-4.4%
0.65%
-0.3%
Q1 2022$7,935,000
-16.3%
60,901
-2.0%
0.65%
-9.1%
Q4 2021$9,482,000
-4.3%
62,128
+1.4%
0.71%
-13.5%
Q3 2021$9,907,000
+1.4%
61,275
+2.6%
0.82%
-0.8%
Q2 2021$9,771,000
+18.0%
59,709
+8.6%
0.83%
+8.1%
Q1 2021$8,281,000
+7.3%
55,003
+8.0%
0.77%
+1.3%
Q4 2020$7,718,000
+12.6%
50,944
+0.6%
0.76%
+0.4%
Q3 2020$6,855,000
-1.2%
50,621
-0.3%
0.76%
-8.9%
Q2 2020$6,939,000
+24.8%
50,768
-1.6%
0.83%
+7.8%
Q1 2020$5,561,000
-12.5%
51,616
-2.2%
0.77%
+10.5%
Q4 2019$6,358,000
+19.7%
52,762
-1.2%
0.70%
+8.9%
Q3 2019$5,313,000
-10.3%
53,402
-1.7%
0.64%
-12.4%
Q2 2019$5,926,000
-2.0%
54,314
+0.4%
0.73%
-8.7%
Q1 2019$6,048,000
+16.7%
54,094
+0.7%
0.80%
+3.4%
Q4 2018$5,181,000
-21.5%
53,729
-0.7%
0.78%
-11.7%
Q3 2018$6,601,000
+9.6%
54,134
-1.3%
0.88%
+2.0%
Q2 2018$6,022,000
+4.2%
54,834
+1.3%
0.86%
-1.7%
Q1 2018$5,779,000
+0.9%
54,144
+1.0%
0.88%
-1.2%
Q4 2017$5,726,000
-3.2%
53,629
+202.3%
0.89%
-10.9%
Q3 2017$5,918,000
+7.6%
17,741
+0.0%
1.00%
+7.9%
Q2 2017$5,500,000
+4.2%
17,738
-1.4%
0.92%
-4.8%
Q1 2017$5,277,000
+3.5%
17,994
-6.3%
0.97%
-5.7%
Q4 2016$5,098,000
-15.0%
19,209
-7.3%
1.03%
-8.8%
Q3 2016$5,996,000
+9.3%
20,715
-2.8%
1.13%
+0.8%
Q2 2016$5,486,000
-19.2%
21,320
-18.1%
1.12%
-16.5%
Q1 2016$6,788,000
-26.1%
26,028
-4.1%
1.34%
-25.9%
Q4 2015$9,183,000
+12.3%
27,142
+0.6%
1.81%
-2.6%
Q3 2015$8,180,000
-21.2%
26,967
-4.2%
1.86%
-20.0%
Q2 2015$10,382,000
+5.8%
28,138
-1.5%
2.32%
+5.0%
Q1 2015$9,815,000
+15.3%
28,579
+1.8%
2.21%
+13.6%
Q4 2014$8,515,000
+10.6%
28,069
-0.2%
1.95%
+8.5%
Q3 2014$7,696,000
+4.9%
28,125
-1.5%
1.80%
+4.7%
Q2 2014$7,339,000
+7.5%
28,555
-1.1%
1.72%
+6.3%
Q1 2014$6,824,000
+6.8%
28,868
+2.6%
1.62%
+5.4%
Q4 2013$6,391,000
+12.2%
28,145
+3.6%
1.53%
+0.3%
Q3 2013$5,695,000
-99.9%
27,170
+1.3%
1.53%
+13.5%
Q2 2013$4,664,331,00026,8251.34%
Other shareholders
ISHARES TR shareholders Q1 2017
NameSharesValueWeighting ↓
Atom Investors LP 78,501$10,139,1895.52%
Bronte Capital Management Pty Ltd. 302,076$39,016,1364.53%
Michelson Medical Research Foundation, Inc. 43,395$5,604,8984.40%
Hackensack Meridian Health, Inc. 228,000$29,448,4804.26%
DAFNA Capital Management LLC 102,500$13,238,9003.97%
Richmond Brothers, Inc. 16,724$2,159,8563.64%
Alpha Family Trust 34,549$4,462,3493.53%
HANSEATIC MANAGEMENT SERVICES INC 11,897$1,5373.46%
PURSUE WEALTH PARTNERS LLC 37,789$4,880,8273.33%
Rye Brook Capital LLC 40,100$5,1793.17%
View complete list of ISHARES TR shareholders