Sound View Wealth Advisors Group, 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
Sound View Wealth Advisors Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$705,935
-4.6%
5,773
-1.0%
0.09%
-9.3%
Q2 2023$740,003
-4.6%
5,829
-2.9%
0.10%
-8.5%
Q1 2023$775,553
+49.2%
6,005
+51.7%
0.11%
-3.6%
Q4 2022$519,722
+11.1%
3,959
-1.1%
0.11%
+4.8%
Q3 2022$468,000
-1.1%
4,004
-0.5%
0.10%
+6.1%
Q2 2022$473,000
-8.3%
4,023
+1.6%
0.10%
+1.0%
Q1 2022$516,000
+35.4%
3,958
+58.8%
0.10%
+36.1%
Q4 2021$381,000
-4.8%
2,493
+0.8%
0.07%
-14.3%
Q3 2021$400,000
+1.0%
2,474
+2.3%
0.08%
+1.2%
Q2 2021$396,000
+10.0%
2,419
+1.1%
0.08%
-1.2%
Q1 2021$360,000
+21.6%
2,392
+22.5%
0.08%
+16.7%
Q4 2020$296,000
-2.3%
1,952
-12.9%
0.07%
-10.0%
Q3 2020$303,000
-0.7%
2,241
+0.5%
0.08%
-7.0%
Q2 2020$305,000
+22.5%
2,229
-3.7%
0.09%0.0%
Q1 2020$249,000
-10.8%
2,315
+0.1%
0.09%
+8.9%
Q4 2019$279,000
+9.0%
2,312
-10.1%
0.08%
+3.9%
Q3 2019$256,000
-10.8%
2,571
-2.2%
0.08%
-10.6%
Q2 2019$287,0002,6290.08%
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