Wealthspire Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 204 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.13 and the average weighting 0.2%.

Quarter-by-quarter ownership
Wealthspire Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$272,775
+4.9%
1,019
+0.1%
0.01%0.0%
Q3 2022$260,0000.0%1,018
+0.1%
0.01%0.0%
Q2 2022$260,000
+0.4%
1,017
+10.9%
0.01%
-16.7%
Q1 2022$259,000
-2.6%
917
+0.1%
0.01%0.0%
Q4 2021$266,000
+2.3%
916
-9.8%
0.01%
+20.0%
Q3 2021$260,000
+6.6%
1,015
+11.1%
0.01%
-16.7%
Q2 2021$244,000
+6.1%
9140.0%0.01%
+20.0%
Q1 2021$230,0009140.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Gruss & Co., LLC 2,000$533,0001.93%
Ayalon Insurance Comp Ltd. 19,393$5,204,0001.73%
Rothschild Capital Partners, LLC 20,199$5,382,0001.72%
Wharton Business Group, LLC 66,570$17,738,0001.38%
MARTIN & CO INC /TN/ 18,410$4,906,0001.22%
FMA ADVISORY INC 12,310$3,280,0001.22%
Aveo Capital Partners, LLC 16,140$4,301,0000.95%
Terra Nova Asset Management LLC 3,666$977,0000.84%
ASSETMARK, INC 586,040$156,156,0000.72%
Carl P. Sherr & Co., LLC 3,465$923,0000.64%
View complete list of ISHARES TR shareholders