Wealthspire Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 662 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.00 and the average weighting 0.4%.

Quarter-by-quarter ownership
Wealthspire Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,294,989
+5.4%
17,926
+9.5%
0.02%
+5.0%
Q2 2023$1,228,066
+3.9%
16,374
-0.9%
0.02%0.0%
Q1 2023$1,181,789
+4.7%
16,5260.0%0.02%
-4.8%
Q4 2022$1,128,740
+56.6%
16,526
+44.5%
0.02%
+40.0%
Q3 2022$721,000
+78.9%
11,434
+80.7%
0.02%
+87.5%
Q2 2022$403,000
-20.5%
6,327
-3.5%
0.01%
-27.3%
Q1 2022$507,000
-9.5%
6,558
-0.2%
0.01%
-8.3%
Q4 2021$560,000
+6.7%
6,570
-0.9%
0.01%
+9.1%
Q3 2021$525,000
-2.4%
6,627
-0.3%
0.01%
-21.4%
Q2 2021$538,000
+3.5%
6,644
+0.1%
0.01%
+16.7%
Q1 2021$520,000
+8.6%
6,640
+0.1%
0.01%
-14.3%
Q4 2020$479,000
+68.1%
6,635
+315.7%
0.01%
+16.7%
Q1 2020$285,0001,5960.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 2,572,400$185,83013.20%
Broadview Financial Management, LLC 108,464$7,835,4507.25%
Main Management LLC 834,750$60,3026.11%
Sterling Financial Planning, Inc. 158,256$11,432,4315.86%
Camarda Financial Advisors, LLC 111,388$8,046,6695.19%
Hudson Capital Management LLC 179,280$12,951,2185.16%
Corundum Trust Company, INC 22,792$1,646,4944.92%
Smith Anglin Financial, LLC 546,341$39,467,6384.80%
Willis Johnson & Associates, Inc. 583,262$42,134,8134.32%
First Citizens Financial Corp 73,057$5,277,6383.72%
View complete list of ISHARES TR shareholders