Bridgewater Wealth & Financial Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBB and the CUSIP is 464287556. A total of 531 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 1.50 and the average weighting 0.4%.

Quarter-by-quarter ownership
Bridgewater Wealth & Financial Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2017$373,000
+6.0%
1,2020.0%0.12%
-3.9%
Q1 2017$352,000
+10.3%
1,202
+0.1%
0.13%
+6.6%
Q4 2016$319,000
-37.9%
1,201
-32.4%
0.12%
-36.0%
Q3 2016$514,000
+12.5%
1,7760.0%0.19%
+14.5%
Q2 2016$457,000
-10.2%
1,776
-9.0%
0.16%
-10.8%
Q1 2016$509,000
+65.3%
1,952
+114.0%
0.18%
+55.5%
Q4 2015$308,000
+11.6%
9120.0%0.12%
+4.4%
Q3 2015$276,000
+23.2%
912
+50.0%
0.11%
+20.0%
Q2 2015$224,000
+7.2%
6080.0%0.10%
+6.7%
Q1 2015$209,0006080.09%
Other shareholders
ISHARES TR shareholders Q1 2017
NameSharesValueWeighting ↓
Main Management LLC 158,940$46,612,0007.49%
CHARTIST INC /CA/ 86,618$12,240,294,0005.97%
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 6,075$1,782,0005.62%
Bellecapital International Ltd. 20,581$6,036,0005.58%
Opus Point Partners Management, LLC 25,000$7,332,0005.44%
NF Trinity Capital (Hong Kong) Ltd 132,350$38,814,0005.25%
VALICENTI ADVISORY SERVICES INC 31,992$9,382,0005.21%
Manifold Partners, LLC 18,888$5,539,0005.04%
Blume Capital Management, Inc. 24,097$7,067,0004.09%
HARBOUR INVESTMENT MANAGEMENT LLC 15,545$4,559,0003.38%
View complete list of ISHARES TR shareholders