Segment Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBB and the CUSIP is 464287556. A total of 812 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 3.87 and the average weighting 0.2%.

Quarter-by-quarter ownership
Segment Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2015$225,000
+9.2%
665
-2.2%
0.08%
+7.6%
Q3 2015$206,000
-33.5%
680
-19.0%
0.08%
-26.9%
Q2 2015$310,000
+3.0%
840
-4.2%
0.11%
+6.9%
Q1 2015$301,000
+13.2%
8770.0%0.10%
-1.0%
Q4 2014$266,000
+10.8%
8770.0%0.10%
+10.9%
Q3 2014$240,000
-1.2%
877
-7.4%
0.09%
-2.1%
Q2 2014$243,000
-78.9%
947
-80.6%
0.09%
-82.5%
Q1 2014$1,152,000
-30.6%
4,875
-33.3%
0.54%
-34.6%
Q4 2013$1,660,000
-45.3%
7,311
-49.5%
0.82%
-50.5%
Q3 2013$3,036,000
+25.0%
14,487
+3.7%
1.65%
+13.8%
Q2 2013$2,428,00013,9641.45%
Other shareholders
ISHARES TR shareholders Q3 2023
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