Institute for Wealth Management, LLC. - 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
Institute for Wealth Management, LLC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$431,537
-1.4%
3,529
+2.3%
0.08%
+5.4%
Q2 2023$437,860
-1.7%
3,4490.0%0.07%
-12.9%
Q1 2023$445,446
-1.6%
3,4490.0%0.08%
-10.5%
Q4 2022$452,791
+12.4%
3,4490.0%0.10%
+5.6%
Q3 2022$403,000
+15.8%
3,449
+16.6%
0.09%
+32.4%
Q2 2022$348,000
-10.1%
2,958
-0.4%
0.07%
+7.9%
Q1 2022$387,000
-6.7%
2,971
+9.2%
0.06%
-7.4%
Q4 2021$415,000
-6.3%
2,721
-0.7%
0.07%
-12.8%
Q3 2021$443,000
-5.1%
2,741
-3.9%
0.08%
-4.9%
Q2 2021$467,000
+13.1%
2,853
+4.1%
0.08%
+3.8%
Q1 2021$413,000
+0.5%
2,741
+1.0%
0.08%
-3.7%
Q4 2020$411,000
+13.2%
2,715
+1.3%
0.08%
-1.2%
Q3 2020$363,000
+6.5%
2,680
+7.4%
0.08%0.0%
Q2 2020$341,000
+26.8%
2,4960.0%0.08%0.0%
Q1 2020$269,000
-3.9%
2,496
+7.3%
0.08%
+31.7%
Q4 2019$280,000
+21.2%
2,326
+0.4%
0.06%
+8.6%
Q3 2019$231,000
-8.7%
2,3170.0%0.06%
+3.6%
Q2 2019$253,000
+0.8%
2,317
+3.3%
0.06%
+1.8%
Q1 2019$251,000
-17.7%
2,242
-22.1%
0.06%
-21.4%
Q4 2017$305,000
+18.7%
2,879
+245.6%
0.07%
-1.4%
Q2 2017$257,0008330.07%
Other shareholders
ISHARES TR shareholders Q4 2021
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