Evercore Wealth Management, LLC - 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
Evercore Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2018$267,000
+57.1%
2,186
+37.0%
0.01%
+50.0%
Q4 2017$170,000
-4.0%
1,596
+200.0%
0.01%
-14.3%
Q3 2017$177,000
+7.3%
5320.0%0.01%
+16.7%
Q2 2017$165,000
+5.8%
5320.0%0.01%0.0%
Q1 2017$156,000
+14.7%
532
+3.9%
0.01%0.0%
Q4 2016$136,000
-41.4%
512
-36.2%
0.01%
-40.0%
Q3 2016$232,000
+12.1%
8020.0%0.01%
+11.1%
Q2 2016$207,000
-1.4%
8020.0%0.01%0.0%
Q1 2016$210,000
-22.5%
8020.0%0.01%
-30.8%
Q4 2015$271,000
-4.9%
802
-14.7%
0.01%
-7.1%
Q3 2015$285,000
+18.8%
940
+44.6%
0.01%
+27.3%
Q2 2015$240,000
+7.6%
6500.0%0.01%
+10.0%
Q1 2015$223,000
+59.3%
650
+27.0%
0.01%
+42.9%
Q3 2014$140,000
-10.8%
512
-16.3%
0.01%
-12.5%
Q2 2014$157,000
+82.6%
612
+69.1%
0.01%
+60.0%
Q1 2014$86,000
+4.9%
3620.0%0.01%0.0%
Q4 2013$82,000
+7.9%
3620.0%0.01%
+25.0%
Q3 2013$76,000
+13.4%
362
-6.5%
0.00%0.0%
Q2 2013$67,0003870.00%
Other shareholders
ISHARES TR shareholders Q1 2017
NameSharesValueWeighting ↓
Elliott Investment Management L.P. 4,617,600$564,686,3044.37%
BOULDER HILL CAPITAL MANAGEMENT LP 57,250$7,001,1034.35%
DAFNA Capital Management LLC 102,500$12,534,7253.90%
Michelson Medical Research Foundation, Inc. 43,395$5,306,7753.58%
Rye Brook Capital LLC 40,900$5,0023.56%
Bronte Capital Management Pty Ltd. 283,229$34,636,0743.49%
FWL INVESTMENT MANAGEMENT, LLC 39,504$4,830,9443.24%
Alpha Family Trust 34,568$4,227,3213.22%
HARBOUR INVESTMENT MANAGEMENT LLC 40,720$4,985,8302.85%
CUMBERLAND ADVISORS INC 51,490$6,296,7122.79%
View complete list of ISHARES TR shareholders