Surevest, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBB and the CUSIP is 464287556. A total of 653 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 1.33 and the average weighting 0.4%.

Quarter-by-quarter ownership
Surevest, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$290,000
-11.3%
2,406
-26.8%
0.12%
-23.0%
Q3 2019$327,000
-31.4%
3,288
-24.7%
0.16%
-35.1%
Q2 2019$477,000
-64.9%
4,369
-64.1%
0.25%
-70.3%
Q1 2019$1,359,000
+5.1%
12,156
-9.4%
0.84%
-18.1%
Q4 2018$1,293,00013,4101.02%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
Opus Point Partners Management, LLC 125,000$12,054,00026.53%
Opus Point Partners Management, LLC 85,000$8,197,00018.04%
TLP GROUP LLC 40,438$4,399,00016.17%
Avondale Wealth Management 99,089$9,555,0007.93%
Main Management LLC 398,987$38,474,0005.88%
Main Management ETF Advisors, LLC 177,600$17,126,0004.79%
VALICENTI ADVISORY SERVICES INC 94,664$9,128,0004.56%
Gerber Kawasaki Wealth & Investment Management 111,980$10,798,0003.80%
LUCAS CAPITAL MANAGEMENT 29,628$2,857,0003.76%
Blume Capital Management, Inc. 65,493$6,316,0003.61%
View complete list of ISHARES TR shareholders