Navis Wealth Advisors, LLC - 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
Navis Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$532,455
-3.7%
4,3540.0%0.77%
+52.1%
Q2 2023$552,788
-1.7%
4,3540.0%0.51%
-17.8%
Q1 2023$562,341
-1.6%
4,354
+0.0%
0.62%
-24.0%
Q4 2022$571,3274,3520.81%
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