Fusion Family Wealth 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
Fusion Family Wealth LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$630,397
+1400.9%
7,775
+2657.1%
0.08%
+985.7%
Q1 2021$42,000
-26.3%
282
-24.8%
0.01%
-30.0%
Q4 2020$57,000
+11.8%
3750.0%0.01%0.0%
Q3 2020$51,0000.0%3750.0%0.01%
-16.7%
Q2 2020$51,000
+27.5%
3750.0%0.01%
+9.1%
Q1 2020$40,000
-11.1%
3750.0%0.01%
+10.0%
Q4 2019$45,000
+21.6%
3750.0%0.01%0.0%
Q3 2019$37,000
-9.8%
3750.0%0.01%0.0%
Q2 2019$41,000
-2.4%
3750.0%0.01%
-16.7%
Q1 2019$42,000
+16.7%
3750.0%0.01%
+9.1%
Q4 2018$36,000
-21.7%
3750.0%0.01%
-8.3%
Q3 2018$46,000
+12.2%
3750.0%0.01%0.0%
Q2 2018$41,000
+2.5%
3750.0%0.01%
-7.7%
Q1 2018$40,0000.0%3750.0%0.01%
+30.0%
Q4 2017$40,000
-4.8%
375
+200.0%
0.01%
-28.6%
Q3 2017$42,000
+7.7%
1250.0%0.01%
+7.7%
Q2 2017$39,000
+5.4%
1250.0%0.01%
-7.1%
Q1 2017$37,000
+5.7%
1250.0%0.01%
-33.3%
Q4 2016$35,0001250.02%
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