Wescott Financial Advisory Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBB and the CUSIP is 464287556. A total of 822 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 1.00 and the average weighting 0.2%.

Quarter-by-quarter ownership
Wescott Financial Advisory Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$369,600
-3.7%
3,0220.0%0.07%0.0%
Q2 2023$383,714
-1.7%
3,0220.0%0.07%
-20.0%
Q1 2023$390,362
-1.6%
3,0220.0%0.08%
-1.2%
Q4 2022$396,782
+12.4%
3,0220.0%0.09%
-12.2%
Q3 2022$353,000
-0.3%
3,022
+0.4%
0.10%
+2.1%
Q2 2022$354,000
-9.7%
3,0090.0%0.10%
-5.0%
Q1 2022$392,000
-13.1%
3,009
+1.7%
0.10%
-56.5%
Q4 2021$451,000
-5.6%
2,9580.0%0.23%
-14.1%
Q3 2021$478,000
-1.0%
2,958
+2.2%
0.27%
-5.3%
Q2 2021$483,000
+10.8%
2,8950.0%0.28%
+0.7%
Q1 2021$436,000
+4.1%
2,895
+4.6%
0.28%
-3.7%
Q4 2020$419,0002,7690.29%
Other shareholders
ISHARES TR shareholders Q2 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