Valmark Advisers, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IBB and the CUSIP is 464287556. A total of 955 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.82 and the average weighting 0.3%.

Quarter-by-quarter ownership
Valmark Advisers, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$206,437
+1.4%
1,626
+3.2%
0.00%0.0%
Q1 2023$203,584
-23.5%
1,576
-22.9%
0.00%
-20.0%
Q1 2022$266,000
+19.8%
2,045
+48.6%
0.01%
+25.0%
Q3 2021$222,000
-1.3%
1,376
+0.1%
0.00%0.0%
Q2 2021$225,000
+8.7%
1,3750.0%0.00%0.0%
Q1 2021$207,000
-3.3%
1,375
-21.7%
0.00%
-20.0%
Q3 2018$214,000
+5.9%
1,755
-4.6%
0.01%
+25.0%
Q2 2018$202,0001,8400.00%
Other shareholders
ISHARES TR shareholders Q4 2021
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