Concord Wealth Partners - 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
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 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