Winch Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBB and the CUSIP is 464287556. A total of 888 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.80 and the average weighting 0.2%.

Quarter-by-quarter ownership
Winch Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$128
-7.2%
1,044
-4.1%
0.05%
-6.0%
Q2 2023$138
-13.2%
1,089
-11.7%
0.05%
-19.4%
Q1 2023$159
-5.9%
1,233
-4.4%
0.06%
-13.9%
Q4 2022$169
-99.9%
1,290
-8.6%
0.07%
+1.4%
Q3 2022$165,000
-0.6%
1,412
+0.1%
0.07%
+4.4%
Q2 2022$166,000
-15.7%
1,411
-6.9%
0.07%0.0%
Q1 2022$197,000
-14.7%
1,5150.0%0.07%
-10.5%
Q4 2021$231,000
+0.4%
1,515
+6.4%
0.08%
-5.0%
Q3 2021$230,000
-6.1%
1,424
-5.0%
0.08%
-9.1%
Q2 2021$245,000
+9.9%
1,499
+1.1%
0.09%
-1.1%
Q1 2021$223,000
+7.2%
1,483
+8.2%
0.09%
+3.5%
Q4 2020$208,000
+13.7%
1,371
+1.6%
0.09%
+11.7%
Q3 2020$183,000
+5.8%
1,349
+6.5%
0.08%
-6.1%
Q2 2020$173,000
+36.2%
1,267
+7.7%
0.08%
+30.2%
Q1 2020$127,000
-10.6%
1,1760.0%0.06%
-6.0%
Q4 2019$142,000
-33.3%
1,176
-45.2%
0.07%
-39.6%
Q3 2019$213,000
-15.5%
2,145
-7.1%
0.11%
-15.3%
Q2 2019$252,000
-9.0%
2,308
-7.0%
0.13%
-14.4%
Q1 2019$277,000
+29.4%
2,481
+11.6%
0.15%
+28.6%
Q4 2018$214,000
-95.9%
2,224
-94.8%
0.12%
-95.4%
Q3 2018$5,195,000
+12.6%
42,602
+1.4%
2.61%
+5.0%
Q2 2018$4,614,000
-2.2%
42,018
-4.9%
2.49%
-10.1%
Q1 2018$4,718,000
+2.9%
44,205
+3.0%
2.76%
+0.3%
Q4 2017$4,583,000
-2.0%
42,926
+205.8%
2.76%
-9.4%
Q3 2017$4,676,000
+12.3%
14,039
+4.6%
3.04%
+16.1%
Q2 2017$4,163,000
+3.5%
13,424
-2.1%
2.62%
+2.7%
Q1 2017$4,022,000
+11.2%
13,715
+0.6%
2.55%
+2.5%
Q4 2016$3,618,000
+90350.0%
13,635
+90800.0%
2.49%
+82900.0%
Q3 2016$4,000
-92.3%
15
-92.5%
0.00%
-95.2%
Q2 2016$52,000
+2500.0%
201
+2412.5%
0.06%
+2000.0%
Q1 2016$2,000
-33.3%
80.0%0.00%0.0%
Q4 2015$3,000
+50.0%
8
+14.3%
0.00%0.0%
Q3 2015$2,000
-100.0%
7
-99.9%
0.00%
-99.9%
Q2 2015$4,656,000
+231.6%
12,618
+208.7%
2.54%
+211.1%
Q1 2015$1,404,000
-76.0%
4,087
-78.8%
0.82%
-74.3%
Q4 2014$5,847,000
+611.3%
19,276
+541.7%
3.18%
+504.2%
Q3 2014$822,0003,0040.53%
Other shareholders
ISHARES TR shareholders Q1 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