Wells Financial Advisors INC - ISHARES TR ownership

ISHARES TR's ticker is IBB and the CUSIP is 464287556. A total of 812 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 3.87 and the average weighting 0.2%.

Quarter-by-quarter ownership
Wells Financial Advisors INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$15,042
-3.7%
1230.0%0.01%0.0%
Q2 2023$15,616
-1.7%
1230.0%0.01%
-7.7%
Q1 2023$15,887
-1.6%
1230.0%0.01%0.0%
Q4 2022$16,149
+15.4%
1230.0%0.01%
-7.1%
Q3 2022$14,0000.0%1230.0%0.01%
+7.7%
Q2 2022$14,000
-12.5%
1230.0%0.01%0.0%
Q1 2022$16,000
-15.8%
1230.0%0.01%
-13.3%
Q4 2021$19,000
-5.0%
1230.0%0.02%
-11.8%
Q3 2021$20,0000.0%1230.0%0.02%0.0%
Q2 2021$20,000
+5.3%
1230.0%0.02%0.0%
Q1 2021$19,0000.0%1230.0%0.02%
+6.2%
Q4 2020$19,0001230.02%
Other shareholders
ISHARES TR shareholders Q3 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