Baltimore-Washington Financial Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IBB and the CUSIP is 464287556. A total of 768 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 1.28 and the average weighting 0.4%.

Quarter-by-quarter ownership
Baltimore-Washington Financial Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,117,948
-11.8%
9,142
-8.4%
0.09%
-10.9%
Q2 2023$1,266,905
-56.3%
9,979
-55.5%
0.10%
-60.4%
Q1 2023$2,897,416
-7.0%
22,433
-5.4%
0.26%
-16.4%
Q4 2022$3,114,550
+9.6%
23,723
-2.4%
0.30%
+27.6%
Q3 2022$2,843,000
-7.5%
24,312
-7.0%
0.24%
-27.4%
Q2 2022$3,074,000
-70.5%
26,138
-62.3%
0.33%
-67.6%
Q1 2022$10,427,000
+2.5%
69,257
+3.9%
1.02%
+23.9%
Q4 2021$10,169,000
-10.7%
66,634
-5.4%
0.82%
-18.1%
Q3 2021$11,385,000
-1.7%
70,420
-0.5%
1.00%
-7.1%
Q2 2021$11,587,000
+10.4%
70,806
+1.6%
1.08%
+0.8%
Q1 2021$10,493,000
+0.7%
69,697
+1.4%
1.07%
-5.9%
Q4 2020$10,416,000
+11.8%
68,761
-0.1%
1.14%
-5.9%
Q3 2020$9,320,000
-1.1%
68,831
-0.2%
1.21%
-7.0%
Q2 2020$9,425,000
+27.0%
68,952
+0.1%
1.30%
-3.0%
Q1 2020$7,419,000
-9.6%
68,867
+1.1%
1.34%
+11.0%
Q4 2019$8,205,000
+25.5%
68,092
+3.6%
1.20%
+12.2%
Q3 2019$6,537,000
-12.3%
65,700
-3.8%
1.07%
-14.4%
Q2 2019$7,451,000
-5.2%
68,298
-2.8%
1.26%
-8.7%
Q1 2019$7,856,000
+16.7%
70,268
+0.6%
1.38%
-1.2%
Q4 2018$6,733,000
-21.0%
69,831
-0.1%
1.39%
-9.7%
Q3 2018$8,526,000
+25.1%
69,921
+12.6%
1.54%
+14.0%
Q2 2018$6,817,000
+3.7%
62,079
+0.8%
1.35%
-5.7%
Q1 2018$6,571,000
-2.6%
61,569
-2.5%
1.44%
+1.3%
Q4 2017$6,743,000
-2.7%
63,160
+203.9%
1.42%
-10.0%
Q3 2017$6,933,000
+15.3%
20,784
+7.2%
1.58%
+9.0%
Q2 2017$6,012,000
+7.9%
19,387
+2.0%
1.44%
+1.8%
Q1 2017$5,574,000
+16.1%
19,007
+5.1%
1.42%
+8.0%
Q4 2016$4,799,00018,0871.31%
Other shareholders
ISHARES TR shareholders Q2 2020
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