Arkadios Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is IBB and the CUSIP is 464287556. A total of 845 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.20 and the average weighting 0.2%.

Quarter-by-quarter ownership
Arkadios Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$599,187
-15.8%
4,900
-12.6%
0.06%
-31.3%
Q2 2023$711,906
-10.6%
5,607
-9.1%
0.08%
-12.6%
Q1 2023$796,653
+31.9%
6,168
+34.1%
0.10%
+18.8%
Q4 2022$603,902
+4.7%
4,600
-6.8%
0.08%
-8.0%
Q3 2022$577,000
-27.2%
4,933
-26.8%
0.09%
-26.3%
Q2 2022$793,000
+8.3%
6,742
+20.0%
0.12%
+22.9%
Q1 2022$732,000
-1.5%
5,618
+15.5%
0.10%
-2.0%
Q4 2021$743,000
-3.4%
4,866
+2.2%
0.10%
-11.7%
Q3 2021$769,000
-16.1%
4,759
-15.2%
0.11%
-0.9%
Q2 2021$917,000
-56.9%
5,609
-60.3%
0.11%
-68.1%
Q1 2021$2,129,000
+1.8%
14,146
+2.5%
0.35%
-20.0%
Q4 2020$2,091,000
-99.7%
13,803
+161.6%
0.44%
+18.6%
Q3 2020$737,132,000
+8.3%
5,276
+8.7%
0.37%
-1.9%
Q2 2020$680,577,000
+117.0%
4,852
+66.7%
0.38%
+88.5%
Q1 2020$313,567,000
-6.8%
2,910
+5.5%
0.20%
-1.0%
Q4 2019$336,497,0002,7590.20%
Other shareholders
ISHARES TR shareholders Q1 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