Wealthspire Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 236 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.46 and the average weighting 0.3%.

Quarter-by-quarter ownership
Wealthspire Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$20,463,816
-14.2%
472,715
-6.9%
0.34%
-13.3%
Q2 2023$23,843,206
-7.5%
507,843
-6.0%
0.39%
-12.0%
Q1 2023$25,782,776
-2.7%
540,519
-6.5%
0.44%
-8.1%
Q4 2022$26,487,288
+4.2%
577,820
-4.9%
0.48%
-9.2%
Q3 2022$25,418,000
-15.6%
607,659
-5.6%
0.53%
-15.6%
Q2 2022$30,099,000
+8.2%
643,832
+17.7%
0.63%
+0.5%
Q1 2022$27,821,000
+29.9%
547,019
+21.5%
0.63%
+32.1%
Q4 2021$21,425,000
+17.1%
450,197
+12.9%
0.47%
+24.7%
Q3 2021$18,297,000
+1.5%
398,619
+0.3%
0.38%
-19.8%
Q2 2021$18,034,000
+14.3%
397,408
+13.5%
0.47%
+26.4%
Q1 2021$15,782,000
+18.8%
350,166
+15.2%
0.38%
-5.1%
Q4 2020$13,282,000
+18.6%
303,873
-7.3%
0.40%
-15.8%
Q1 2020$11,197,000
+12070.7%
327,876
+13971.9%
0.47%
+5111.1%
Q4 2018$92,0002,3300.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Column Capital Advisors, LLC 1,622,507$55,892,6228.22%
Heartland Bank & Trust Co 146,212$6,329,5185.00%
Forefront Analytics, LLC 145,421$6,295,1383.57%
Independent Order of Foresters 82,790$3,583,9792.56%
Waldron Private Wealth LLC 710,307$30,7491.60%
FSM Wealth Advisors, LLC 72,426$3,135,3371.58%
Stelac Advisory Services LLC 51,927$2,254,7191.23%
FORTE ASSET MANAGEMENT LLC 40,643$1,759,4221.18%
Money Design Co.,Ltd. 444,719$19,2521.17%
Beta Wealth Group, Inc. 42,808$1,853,1451.10%
View complete list of ISHARES TR shareholders