Avidian Wealth Solutions, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBB and the CUSIP is 464287556. A total of 890 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.51 and the average weighting 0.3%.

Quarter-by-quarter ownership
Avidian Wealth Solutions, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$244,852
-0.9%
1,929
+0.8%
0.02%
+14.3%
Q1 2023$247,157
-0.8%
1,914
+0.8%
0.01%
-12.5%
Q4 2022$249,129
+12.2%
1,898
+0.1%
0.02%0.0%
Q3 2022$222,000
-0.4%
1,8970.0%0.02%0.0%
Q2 2022$223,000
+1.4%
1,897
+12.4%
0.02%
+23.1%
Q1 2022$220,000
-19.4%
1,687
-5.6%
0.01%
-23.5%
Q4 2021$273,000
+33.8%
1,787
-4.3%
0.02%
-64.6%
Q2 2019$204,000
-98.7%
1,868
-98.6%
0.05%
-98.6%
Q1 2019$15,149,000
+66.8%
135,504
+43.9%
3.37%
+6.2%
Q4 2018$9,081,000
-28.7%
94,174
-9.9%
3.17%
-20.5%
Q3 2018$12,742,000
+8.3%
104,498
-2.4%
3.99%
+7.4%
Q2 2018$11,763,000
+3.9%
107,111
+1.0%
3.71%
-2.2%
Q1 2018$11,321,000
+6.3%
106,064
+6.3%
3.80%
+33.2%
Q4 2017$10,650,00099,7492.85%
Other shareholders
ISHARES TR shareholders Q4 2022
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