White Lighthouse Investment Management Inc. - 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
White Lighthouse Investment Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,517,863
-4.1%
12,412
-0.4%
0.37%
-2.4%
Q2 2023$1,582,176
-1.2%
12,462
+0.5%
0.38%
-6.4%
Q1 2023$1,601,842
-1.0%
12,402
+0.6%
0.40%
-8.2%
Q4 2022$1,618,018
+12.3%
12,3240.0%0.44%
+4.8%
Q3 2022$1,441,000
-0.4%
12,324
+0.2%
0.42%
+1.4%
Q2 2022$1,447,000
-9.7%
12,301
+0.0%
0.41%
+1.7%
Q1 2022$1,602,000
-16.0%
12,298
-1.6%
0.41%
-14.3%
Q4 2021$1,907,000
-6.8%
12,495
-1.3%
0.48%
-13.5%
Q3 2021$2,046,000
-2.7%
12,654
-1.5%
0.55%
-4.7%
Q2 2021$2,103,000
+10.5%
12,851
+1.6%
0.58%
-1.2%
Q1 2021$1,904,000
+0.6%
12,645
+1.2%
0.58%
-3.5%
Q4 2020$1,893,000
+8.8%
12,495
-2.8%
0.60%
+0.3%
Q3 2020$1,740,000
-10.4%
12,850
-9.5%
0.60%
-15.6%
Q2 2020$1,941,000
+27.1%
14,201
+0.2%
0.71%
+11.6%
Q1 2020$1,527,000
-10.3%
14,174
+0.4%
0.64%
+2.4%
Q4 2019$1,702,000
+25.2%
14,124
+3.4%
0.62%
+14.1%
Q3 2019$1,359,000
-10.1%
13,658
-1.4%
0.55%
-13.3%
Q2 2019$1,512,000
-3.8%
13,858
-1.4%
0.63%
-12.6%
Q1 2019$1,572,000
+35.5%
14,058
+16.9%
0.72%
+13.3%
Q4 2018$1,160,000
-20.4%
12,028
+0.6%
0.64%
-14.4%
Q3 2018$1,458,000
+1.7%
11,953
-8.5%
0.74%
-5.5%
Q2 2018$1,434,000
+4.4%
13,058
+1.5%
0.79%0.0%
Q1 2018$1,373,000
-3.1%
12,863
-3.1%
0.79%
-3.3%
Q4 2017$1,417,00013,2730.81%
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