Shepherd Financial Partners LLC - ISHARES TR ownership

ISHARES TR's ticker is IBB and the CUSIP is 464287556. A total of 890 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.51 and the average weighting 0.3%.

Quarter-by-quarter ownership
Shepherd Financial Partners LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$267,621
+9.7%
2,039
-2.3%
0.05%0.0%
Q3 2022$244,000
-10.6%
2,087
-10.1%
0.05%
-9.4%
Q2 2022$273,000
-72.7%
2,321
-69.8%
0.05%
-70.2%
Q1 2022$999,000
-17.7%
7,691
-3.4%
0.18%
-15.6%
Q4 2021$1,214,000
-4.3%
7,961
+1.3%
0.21%
-13.9%
Q3 2021$1,268,000
-1.1%
7,856
+0.3%
0.24%
+0.4%
Q2 2021$1,282,000
+29.0%
7,833
+18.6%
0.24%
+10.9%
Q1 2021$994,000
+1.6%
6,604
+2.4%
0.22%
-1.3%
Q4 2020$978,000
+10.0%
6,448
-1.8%
0.22%
+6.7%
Q3 2020$889,000
+5.8%
6,563
+6.8%
0.21%
-8.3%
Q2 2020$840,000
+29.6%
6,147
+2.3%
0.23%
+1.8%
Q1 2020$648,000
-21.9%
6,009
-12.6%
0.22%
+16.1%
Q4 2019$830,000
+21.0%
6,8780.0%0.19%
+12.2%
Q3 2019$686,000
-13.6%
6,878
-5.5%
0.17%
+15.4%
Q2 2019$794,000
-2.5%
7,2800.0%0.15%
-5.7%
Q1 2019$814,000
+103.5%
7,280
+73.9%
0.16%
+81.6%
Q4 2018$400,000
-69.9%
4,187
-65.5%
0.09%
-71.0%
Q3 2018$1,330,000
-0.9%
12,1370.0%0.30%
-0.7%
Q2 2018$1,342,000
+23.9%
12,137
+19.5%
0.30%
+13.1%
Q1 2018$1,083,000
-4.9%
10,159
-4.2%
0.27%0.0%
Q4 2017$1,139,000
+48.5%
10,605
+367.6%
0.27%
+50.0%
Q3 2017$767,000
+75.9%
2,268
+60.4%
0.18%
+67.9%
Q2 2017$436,0001,4140.11%
Other shareholders
ISHARES TR shareholders Q4 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