Regent Peak Wealth Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IBB and the CUSIP is 464287556. A total of 720 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 1.74 and the average weighting 0.3%.

Quarter-by-quarter ownership
Regent Peak Wealth Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$260,007
-3.8%
2,126
-0.1%
0.08%0.0%
Q2 2023$270,190
-15.7%
2,128
-14.3%
0.08%
-20.2%
Q1 2023$320,594
-1.6%
2,4820.0%0.10%
-7.5%
Q4 2022$325,873
+12.4%
2,482
+0.1%
0.11%
+4.9%
Q3 2022$290,000
-0.3%
2,4800.0%0.10%
+7.4%
Q2 2022$291,000
+22.3%
2,480
+35.5%
0.10%
+39.7%
Q1 2022$238,000
-14.7%
1,8300.0%0.07%
-10.5%
Q4 2021$279,000
-5.7%
1,8300.0%0.08%
-10.6%
Q3 2021$296,000
-2.3%
1,8300.0%0.08%0.0%
Q2 2021$303,000
+10.2%
1,8300.0%0.08%
-5.6%
Q1 2021$275,000
-0.4%
1,830
+0.6%
0.09%
-2.2%
Q4 2020$276,000
+12.2%
1,8190.0%0.09%
-12.4%
Q3 2020$246,000
-2.0%
1,819
-1.1%
0.10%
-7.9%
Q2 2020$251,000
+24.3%
1,839
-2.1%
0.11%
+1.8%
Q1 2020$202,000
-20.2%
1,879
-10.7%
0.11%
-2.6%
Q4 2019$253,0002,1050.12%
Other shareholders
ISHARES TR shareholders Q4 2019
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