Wealthspire Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 406 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.46 and the average weighting 0.2%.

Quarter-by-quarter ownership
Wealthspire Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$271,069
+1.2%
2,558
+11.4%
0.00%0.0%
Q2 2023$267,845
+1.5%
2,296
+0.1%
0.00%
-20.0%
Q1 2023$263,882
+3.0%
2,293
+0.1%
0.01%0.0%
Q4 2022$256,134
+22.6%
2,290
+0.1%
0.01%
+25.0%
Q3 2022$209,000
-7.5%
2,287
+0.2%
0.00%
-20.0%
Q2 2022$226,000
-10.3%
2,282
+0.2%
0.01%
-16.7%
Q1 2022$252,000
+7.7%
2,278
+0.1%
0.01%
+20.0%
Q4 2021$234,000
-1.3%
2,276
+0.1%
0.01%0.0%
Q3 2021$237,000
-9.9%
2,274
-5.2%
0.01%
-28.6%
Q2 2021$263,000
+11.4%
2,400
+5.8%
0.01%
+16.7%
Q1 2021$236,000
+14.6%
2,268
+58.2%
0.01%
-33.3%
Q1 2020$206,000
-14.9%
1,434
+31.4%
0.01%
-50.0%
Q4 2019$242,000
-0.8%
1,091
+0.6%
0.02%
-10.0%
Q3 2019$244,0001,0850.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Bluesphere Advisors, LLC 28,405$2,961,0002.84%
ALTFEST L J & CO INC 56,006$5,838,0001.22%
INTERACTIVE FINANCIAL ADVISORS, INC. 22,209$2,315,0001.01%
Game Plan Financial Advisors, LLC 14,771$1,540,0000.92%
BigSur Wealth Management LLC 18,750$1,955,0000.88%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 44,300$4,618,0000.84%
Family Legacy, Inc. 14,132$1,523,0000.68%
WESPAC Advisors SoCal, LLC 18,741$1,989,0000.65%
BCK CAPITAL MANAGEMENT LP 10,352$1,079,0000.64%
Joseph P. Lucia & Associates, LLC 10,056$1,048,0000.62%
View complete list of ISHARES TR shareholders