Wealthspire Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 145 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 2.01 and the average weighting 0.2%.

Quarter-by-quarter ownership
Wealthspire Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$228,315
-5.6%
4,7830.0%0.00%0.0%
Q2 2023$241,756
+3.3%
4,783
+2.2%
0.00%0.0%
Q1 2023$234,141
+10.4%
4,6810.0%0.00%0.0%
Q4 2022$212,000
-7.0%
4,681
+3.3%
0.00%
-20.0%
Q1 2022$228,000
-7.3%
4,532
+0.1%
0.01%0.0%
Q4 2021$246,000
+5.6%
4,527
+1.1%
0.01%0.0%
Q3 2021$233,000
-2.5%
4,4760.0%0.01%
-16.7%
Q2 2021$239,000
+8.1%
4,476
+1.6%
0.01%
+20.0%
Q1 2021$221,000
-34.4%
4,405
-37.3%
0.01%
-50.0%
Q4 2020$337,000
-7.9%
7,029
-19.6%
0.01%
-54.5%
Q3 2020$366,000
+22.8%
8,743
+3.6%
0.02%
+83.3%
Q1 2020$298,000
+114.4%
8,441
+137.0%
0.01%
-7.7%
Q4 2018$139,0003,5620.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
METLIFE INC 12,206$553,8105.80%
Checchi Capital Advisers, LLC 393,821$17,836,1581.85%
Providence First Trust Co 56,648$2,565,5881.51%
One Wealth Advisors, LLC 134,786$6,104,4581.39%
Willis Johnson & Associates, Inc. 220,122$9,969,3401.30%
LaSalle St. Investment Advisors, LLC 56,607$2,5631.21%
Stelac Advisory Services LLC 58,706$2,658,7951.20%
Palisades Hudson Asset Management, L.P. 42,360$1,9181.06%
ShoreHaven Wealth Partners, LLC 33,037$1,496,2461.06%
Karpus Management, Inc. 643,653$29,151,0350.98%
View complete list of ISHARES TR shareholders