Wealthspire Advisors, L.P. - ISHARES TR ownership

ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 129 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.07 and the average weighting 0.2%.

Quarter-by-quarter ownership
Wealthspire Advisors, L.P. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$197,000
-66.6%
11,861
-39.4%
0.02%
-57.5%
Q4 2019$589,000
-3.8%
19,576
-7.0%
0.04%
-11.1%
Q3 2019$612,000
-13.4%
21,055
-8.6%
0.04%
-15.1%
Q2 2019$707,000
-9.6%
23,036
-7.5%
0.05%
-10.2%
Q1 2019$782,000
+7.1%
24,909
-7.3%
0.06%
-9.2%
Q4 2018$730,000
-37.6%
26,867
-17.6%
0.06%
-32.3%
Q3 2018$1,169,000
-2.7%
32,607
+0.0%
0.10%
-11.9%
Q2 2018$1,202,000
+10.4%
32,603
-0.9%
0.11%
+5.8%
Q1 2018$1,089,000
-7.4%
32,890
-0.9%
0.10%
-9.6%
Q4 2017$1,176,000
-8.2%
33,174
-12.8%
0.11%
-18.6%
Q3 2017$1,281,000
+1.7%
38,058
-4.3%
0.14%
-6.0%
Q2 2017$1,259,000
-12.2%
39,762
-5.0%
0.15%
-27.0%
Q1 2017$1,434,000
-5.3%
41,854
-0.6%
0.20%
-9.7%
Q4 2016$1,514,000
+5.4%
42,114
+1.1%
0.23%
+0.9%
Q3 2016$1,436,000
+4.8%
41,674
+1.1%
0.22%
-1.8%
Q2 2016$1,370,000
+6.9%
41,237
-4.4%
0.23%
+0.9%
Q1 2016$1,282,000
-0.4%
43,119
-5.7%
0.23%
-5.4%
Q4 2015$1,287,00045,7300.24%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
Sowa Financial Group, Inc. 183,574$5,392,0003.50%
AVALON CAPITAL MANAGEMENT 196,562$5,773,0003.24%
Family Firm, Inc. 299,627$9,765,0002.57%
Zeit Capital LLC 63,134$1,854,0001.58%
Windward Private Wealth Management Inc. 97,800$2,872,0001.17%
INTERACTIVE FINANCIAL ADVISORS, INC. 90,730$2,665,0001.16%
SENTINEL PENSION ADVISORS INC 51,514$1,513,0000.52%
Kesler, Norman & Wride, LLC 53,147$1,561,0000.37%
TELEMUS CAPITAL, LLC 148,159$4,351,0000.37%
M Financial Asset Management, Inc. 1,931$57,0000.28%
View complete list of ISHARES TR shareholders