Plante Moran Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBB and the CUSIP is 464287556. A total of 533 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 1.36 and the average weighting 0.5%.

Quarter-by-quarter ownership
Plante Moran Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$72,506
+0.0%
5280.0%0.01%
-12.5%
Q1 2024$72,484
+0.1%
528
-0.9%
0.01%0.0%
Q4 2023$72,440
+40.0%
533
+26.0%
0.01%
+33.3%
Q3 2023$51,725
-2.5%
423
+1.2%
0.01%0.0%
Q2 2023$53,065
-1.7%
4180.0%0.01%
-14.3%
Q1 2023$53,985
-1.6%
4180.0%0.01%
-12.5%
Q4 2022$54,863
+149.4%
418
+123.5%
0.01%
+100.0%
Q3 2022$22,0000.0%1870.0%0.00%0.0%
Q2 2022$22,000
-62.1%
187
-58.0%
0.00%
-63.6%
Q1 2022$58,000
+41.5%
445
+66.7%
0.01%
+57.1%
Q4 2021$41,000
+57.7%
267
+64.8%
0.01%
+16.7%
Q3 2021$26,000
+420.0%
162
+440.0%
0.01%
+500.0%
Q2 2021$5,000
-50.0%
30
-55.9%
0.00%
-66.7%
Q1 2021$10,000
+900.0%
68
+1260.0%
0.00%
Q4 2020$1,0000.0%50.0%0.00%
Q3 2020$1,0000.0%50.0%0.00%
Q2 2020$1,000
-85.7%
5
-92.1%
0.00%
-100.0%
Q1 2019$7,000
+250.0%
63
+162.5%
0.00%
+100.0%
Q4 2018$2,000
-97.4%
24
-91.6%
0.00%
-97.9%
Q4 2016$76,000
+7500.0%
285
+7025.0%
0.05%
+4600.0%
Q4 2015$1,000
-99.0%
4
-98.5%
0.00%
-98.6%
Q2 2015$100,0002700.07%
Other shareholders
ISHARES TR shareholders Q4 2016
NameSharesValueWeighting ↓
Opus Point Partners Management, LLC 125,000$12,054,00026.53%
Opus Point Partners Management, LLC 85,000$8,197,00018.04%
TLP GROUP LLC 40,438$4,399,00016.17%
Avondale Wealth Management 99,089$9,555,0007.93%
Main Management LLC 398,987$38,474,0005.88%
Main Management ETF Advisors, LLC 177,600$17,126,0004.79%
VALICENTI ADVISORY SERVICES INC 94,664$9,128,0004.56%
Gerber Kawasaki Wealth & Investment Management 111,980$10,798,0003.80%
LUCAS CAPITAL MANAGEMENT 29,628$2,857,0003.76%
Blume Capital Management, Inc. 65,493$6,316,0003.61%
View complete list of ISHARES TR shareholders