Concord Wealth Partners - ISHARES TR ownership

ISHARES TR's ticker is IBB and the CUSIP is 464287556. A total of 955 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.82 and the average weighting 0.3%.

Quarter-by-quarter ownership
Concord Wealth Partners ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$10,028
-23.3%
82
-20.4%
0.00%
-33.3%
Q2 2023$13,077
-7.1%
103
-5.5%
0.00%
-25.0%
Q1 2023$14,078
-60.4%
109
-59.8%
0.00%
-63.6%
Q4 2022$35,580
+173.7%
271
+148.6%
0.01%
+175.0%
Q2 2022$13,000
-56.7%
109
-52.2%
0.00%
-50.0%
Q1 2022$30,000
-30.2%
228
-20.0%
0.01%
-27.3%
Q4 2021$43,000
+290.9%
285
+313.0%
0.01%
+120.0%
Q3 2021$11,000
-45.0%
69
-44.4%
0.01%
-16.7%
Q2 2021$20,000
-41.2%
124
-44.6%
0.01%
-45.5%
Q1 2021$34,000
+580.0%
224
+522.2%
0.01%
+175.0%
Q4 2020$5,000360.00%
Other shareholders
ISHARES TR shareholders Q4 2021
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