Accurate Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBB and the CUSIP is 464287556. A total of 845 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.20 and the average weighting 0.2%.

Quarter-by-quarter ownership
Accurate Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$30,626
-99.4%
230
-99.2%
0.01%
-99.7%
Q4 2021$5,004,000
-0.1%
29,983
-0.1%
4.09%
-6.2%
Q3 2021$5,009,00029,9994.36%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
TOTAL INVESTMENT MANAGEMENT INC 331,179$43,259,00012.50%
Avondale Wealth Management 47,757$6,467,0009.78%
LUCAS CAPITAL MANAGEMENT 28,608$3,874,0005.19%
HARBOR ADVISORY CORP /MA/ 33,211$4,497,0004.41%
CHURCHILL MANAGEMENT Corp 1,187,986$160,865,0003.95%
Aurora Investment Managers, LLC. 31,331$4,243,0003.84%
HANSEATIC MANAGEMENT SERVICES INC 12,104$1,639,0003.70%
Donoghue Forlines LLC 97,715$13,232,0003.63%
Blume Capital Management, Inc. 52,468$7,105,0003.60%
VALICENTI ADVISORY SERVICES INC 67,978$9,205,0003.43%
View complete list of ISHARES TR shareholders