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 ↓
Manifold Partners, LLC 34,500$1,520,00014.58%
Lee Financial Co 484,881$21,369,0004.83%
Stelac Advisory Services LLC 77,828$3,430,0002.63%
METLIFE INC 15,945$702,6962.43%
EFG Asset Management (Americas) Corp. 175,704$7,851,0002.24%
Palisades Hudson Asset Management, L.P. 44,167$1,946,0001.35%
GYL FINANCIAL SYNERGIES, LLC 56,554$2,492,0001.32%
Vishria Bird Financial Group, LLC 24,910$1,098,0001.10%
BigSur Wealth Management LLC 35,399$1,565,0001.09%
Intercontinental Wealth Advisors, LLC 47,227$2,081,0001.08%
View complete list of ISHARES TR shareholders