Sugarloaf 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
Sugarloaf Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$15,677
-7.8%
119
-13.8%
0.00%0.0%
Q3 2022$17,000
+6.2%
1380.0%0.00%0.0%
Q2 2022$16,000
-11.1%
138
+0.7%
0.00%0.0%
Q1 2022$18,000
-14.3%
137
-0.7%
0.00%
-20.0%
Q4 2021$21,000
-4.5%
1380.0%0.01%
-16.7%
Q3 2021$22,000
-65.1%
138
-64.4%
0.01%
-64.7%
Q2 2021$63,000
-34.4%
388
-64.4%
0.02%
-41.4%
Q1 2021$96,000
+317.4%
1,090
+626.7%
0.03%
+262.5%
Q4 2020$23,000
+109.1%
150
+87.5%
0.01%
+100.0%
Q3 2020$11,0000.0%800.0%0.00%0.0%
Q2 2020$11,000800.00%
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