Montis Financial, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBB and the CUSIP is 464287556. A total of 888 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.80 and the average weighting 0.2%.

Quarter-by-quarter ownership
Montis Financial, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$203,556
-1.6%
1,5760.0%0.16%
-10.3%
Q4 2022$206,913
+0.9%
1,5760.0%0.18%
+9.4%
Q1 2022$205,0001,5760.16%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Opus Point Partners Management, LLC 125,000$12,054,00026.53%
Opus Point Partners Management, LLC 85,000$8,197,00018.04%
TLP GROUP LLC 40,438$4,399,00016.17%
Avondale Wealth Management 99,089$9,555,0007.93%
Main Management LLC 398,987$38,474,0005.88%
Main Management ETF Advisors, LLC 177,600$17,126,0004.79%
VALICENTI ADVISORY SERVICES INC 94,664$9,128,0004.56%
Gerber Kawasaki Wealth & Investment Management 111,980$10,798,0003.80%
LUCAS CAPITAL MANAGEMENT 29,628$2,857,0003.76%
Blume Capital Management, Inc. 65,493$6,316,0003.61%
View complete list of ISHARES TR shareholders