United Asset Strategies, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IBB and the CUSIP is 464287556. A total of 824 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 2.52 and the average weighting 0.3%.

Quarter-by-quarter ownership
United Asset Strategies, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$909,405
+37.8%
6,927
+23.5%
0.13%
+32.3%
Q2 2022$660,000
-14.1%
5,607
-4.9%
0.10%
-2.0%
Q1 2022$768,000
-10.1%
5,893
+5.3%
0.10%
-3.9%
Q4 2021$854,000
+192.5%
5,596
+210.2%
0.10%
+168.4%
Q3 2021$292,000
-19.3%
1,804
-18.4%
0.04%
-20.8%
Q2 2021$362,000
-21.6%
2,211
-27.9%
0.05%
-28.4%
Q1 2021$462,000
-27.8%
3,068
-27.4%
0.07%
-33.7%
Q4 2020$640,000
-0.9%
4,223
-11.4%
0.10%
-15.1%
Q3 2020$646,000
-24.0%
4,768
-23.3%
0.12%
-28.7%
Q2 2020$850,000
+12.6%
6,219
-11.3%
0.17%
-10.7%
Q1 2020$755,000
-19.2%
7,008
-9.6%
0.19%
+3.3%
Q4 2019$934,000
+19.3%
7,748
-1.6%
0.18%
+5.8%
Q3 2019$783,000
-18.6%
7,872
-10.8%
0.17%
-22.6%
Q2 2019$962,000
-9.9%
8,822
-7.7%
0.22%
-12.0%
Q1 2019$1,068,000
+15.0%
9,553
-0.8%
0.25%
-1.2%
Q4 2018$929,000
+21.4%
9,633
+53.6%
0.25%
+41.1%
Q3 2018$765,000
+9.4%
6,271
-1.4%
0.18%
-2.7%
Q2 2018$699,000
-0.1%
6,361
-3.0%
0.18%
-10.2%
Q1 2018$700,000
+6.7%
6,556
+6.7%
0.21%
+17.0%
Q4 2017$656,0006,1450.18%
Other shareholders
ISHARES TR shareholders Q3 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