LIBERTY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IBB and the CUSIP is 464287556. A total of 888 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.80 and the average weighting 0.2%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$484
-99.9%
3,956
-2.3%
0.12%
-5.5%
Q2 2023$514,126
-1.7%
4,0500.0%0.13%
+17.6%
Q1 2023$523,148
+10.6%
4,050
+0.1%
0.11%
-14.3%
Q3 2022$473,000
-0.6%
4,0460.0%0.13%
-34.7%
Q2 2022$476,000
-6.3%
4,046
+3.7%
0.19%
+5.5%
Q1 2022$508,000
-8.1%
3,901
+7.5%
0.18%
+662.5%
Q4 2021$553,000
-5.3%
3,629
+0.4%
0.02%
-88.5%
Q3 2021$584,000
-1.2%
3,613
+0.1%
0.21%
-9.6%
Q2 2021$591,000
+0.7%
3,611
+0.1%
0.23%
-19.9%
Q1 2021$587,0000.0%3,6090.0%0.29%0.0%
Q4 2020$587,000
+11.0%
3,609
-7.6%
0.29%
-8.0%
Q3 2020$529,000
-6.0%
3,907
-5.1%
0.31%
-21.2%
Q2 2020$563,000
+33.4%
4,119
+5.3%
0.40%
+7.3%
Q1 2020$422,000
-16.6%
3,913
-6.8%
0.37%
-7.5%
Q4 2019$506,000
+31.1%
4,198
+8.3%
0.40%
+9.3%
Q3 2019$386,000
-28.4%
3,875
-21.6%
0.36%
-22.8%
Q2 2019$539,000
+21.1%
4,940
+23.9%
0.47%
+41.2%
Q1 2019$445,000
+8.8%
3,987
-6.0%
0.34%
+9.8%
Q4 2018$409,0004,2420.30%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Elliott Investment Management L.P. 4,617,600$564,686,3044.37%
BOULDER HILL CAPITAL MANAGEMENT LP 57,250$7,001,1034.35%
DAFNA Capital Management LLC 102,500$12,534,7253.90%
Michelson Medical Research Foundation, Inc. 43,395$5,306,7753.58%
Rye Brook Capital LLC 40,900$5,0023.56%
Bronte Capital Management Pty Ltd. 283,229$34,636,0743.49%
FWL INVESTMENT MANAGEMENT, LLC 39,504$4,830,9443.24%
Alpha Family Trust 34,568$4,227,3213.22%
HARBOUR INVESTMENT MANAGEMENT LLC 40,720$4,985,8302.85%
CUMBERLAND ADVISORS INC 51,490$6,296,7122.79%
View complete list of ISHARES TR shareholders