VALLEY WEALTH MANAGERS, INC. - ISHARES TR ownership

ISHARES TR's ticker is IBB and the CUSIP is 464287556. A total of 890 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.51 and the average weighting 0.3%.

Quarter-by-quarter ownership
VALLEY WEALTH MANAGERS, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$16,876
-3.7%
1380.0%0.00%
-50.0%
Q2 2023$17,520
-1.7%
1380.0%0.00%0.0%
Q1 2023$17,824
-1.6%
1380.0%0.00%0.0%
Q4 2022$18,118
+13.2%
1380.0%0.00%0.0%
Q3 2022$16,0000.0%1380.0%0.00%
+100.0%
Q2 2022$16,000
-92.0%
138
-90.6%
0.00%
-95.7%
Q2 2020$201,000
-44.9%
1,468
-55.0%
0.02%
-42.5%
Q1 2019$365,000
+47.8%
3,263
+27.5%
0.04%
+25.0%
Q4 2018$247,000
+814.8%
2,559
+2459.0%
0.03%
+700.0%
Q4 2016$27,0001000.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Main Management LLC 158,940$46,612,0007.49%
CHARTIST INC /CA/ 86,618$12,240,294,0005.97%
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 6,075$1,782,0005.62%
Bellecapital International Ltd. 20,581$6,036,0005.58%
Opus Point Partners Management, LLC 25,000$7,332,0005.44%
NF Trinity Capital (Hong Kong) Ltd 132,350$38,814,0005.25%
VALICENTI ADVISORY SERVICES INC 31,992$9,382,0005.21%
Manifold Partners, LLC 18,888$5,539,0005.04%
Blume Capital Management, Inc. 24,097$7,067,0004.09%
HARBOUR INVESTMENT MANAGEMENT LLC 15,545$4,559,0003.38%
View complete list of ISHARES TR shareholders