Wealthspire Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 718 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.5%.

Quarter-by-quarter ownership
Wealthspire Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$788,979
+1.3%
8,843
+8.0%
0.01%0.0%
Q2 2023$778,724
-14.2%
8,189
-15.6%
0.01%
-18.8%
Q1 2023$907,869
+5.1%
9,700
+2.5%
0.02%0.0%
Q4 2022$864,099
+29.9%
9,463
+17.2%
0.02%
+14.3%
Q3 2022$665,000
+56.8%
8,071
+69.4%
0.01%
+55.6%
Q2 2022$424,000
+7.3%
4,764
+23.6%
0.01%0.0%
Q1 2022$395,000
+6.5%
3,855
+8.5%
0.01%
+12.5%
Q4 2021$371,000
-5.8%
3,554
-9.2%
0.01%0.0%
Q3 2021$394,000
-25.4%
3,912
-21.9%
0.01%
-42.9%
Q2 2021$528,000
-13.7%
5,010
-17.6%
0.01%
-6.7%
Q1 2021$612,000
+24.1%
6,078
+0.2%
0.02%0.0%
Q4 2020$493,000
-20.2%
6,064
-1.9%
0.02%
-42.3%
Q1 2020$618,0006,1840.03%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,386,130$139,639,00016.94%
RGT Wealth Advisors, LLC 848,419$85,470,00016.68%
Johnson Midwest Financial, LLC 148,540$14,964,00015.66%
Palisades Hudson Asset Management, L.P. 310,982$31,328,00014.91%
PIERSHALE FINANCIAL GROUP, INC. 290,249$29,240,00012.66%
Barber Financial Group, Inc. 527,197$53,110,0007.75%
Polianta Ltd 120,100$12,098,0006.71%
Probity Advisors, Inc. 284,076$28,618,0006.39%
SAX WEALTH ADVISORS, LLC 156,720$15,788,0005.78%
Sterling Financial Planning, Inc. 76,909$7,748,0005.52%
View complete list of ISHARES TR shareholders