NewEdge Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBB and the CUSIP is 464287556. A total of 852 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.20 and the average weighting 0.2%.

Quarter-by-quarter ownership
NewEdge Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$411,461
-11.9%
3,365
-8.6%
0.01%
-18.8%
Q2 2023$467,210
-12.2%
3,680
-10.7%
0.02%
-20.0%
Q1 2023$532,223
-0.8%
4,121
+0.8%
0.02%
-13.0%
Q4 2022$536,646
+61.6%
4,087
+43.8%
0.02%
+43.8%
Q3 2022$332,000
+6.8%
2,842
+7.6%
0.02%
+14.3%
Q2 2022$311,000
-77.1%
2,642
-74.7%
0.01%
-76.7%
Q1 2022$1,361,000
+244.6%
10,445
+303.7%
0.06%
+252.9%
Q4 2021$395,0002,5870.02%
Other shareholders
ISHARES TR shareholders Q2 2022
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