Wealthspire Advisors, L.P. - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 380 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.20 and the average weighting 0.4%.

Quarter-by-quarter ownership
Wealthspire Advisors, L.P. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$401,000
+40.7%
1,677
+5.1%
0.01%
-44.0%
Q1 2020$285,000
+7.5%
1,596
+43.3%
0.02%
+38.9%
Q4 2019$265,000
+5.6%
1,114
-0.7%
0.02%0.0%
Q3 2019$251,000
-5.3%
1,122
-4.0%
0.02%
-10.0%
Q2 2019$265,000
-7.7%
1,169
-10.6%
0.02%
-9.1%
Q1 2019$287,000
+14.8%
1,3080.0%0.02%0.0%
Q4 2018$250,000
-18.0%
1,3080.0%0.02%
-12.0%
Q3 2018$305,000
+3.7%
1,3080.0%0.02%
-7.4%
Q2 2018$294,000
-4.5%
1,308
-7.2%
0.03%
-6.9%
Q1 2018$308,000
+1.3%
1,410
+0.1%
0.03%
-3.3%
Q4 2017$304,000
+17.8%
1,409
+10.6%
0.03%
+7.1%
Q3 2017$258,000
+0.4%
1,274
-2.4%
0.03%
-6.7%
Q2 2017$257,000
-0.8%
1,305
-3.7%
0.03%
-18.9%
Q1 2017$259,000
-66.8%
1,355
-68.3%
0.04%
-68.1%
Q4 2016$779,000
+10.2%
4,274
+5.7%
0.12%
+5.5%
Q3 2016$707,000
+3.8%
4,045
+0.4%
0.11%
-2.7%
Q2 2016$681,000
-29.9%
4,028
-32.5%
0.11%
-33.9%
Q1 2016$971,000
-3.7%
5,969
-4.7%
0.17%
-9.0%
Q4 2015$1,008,0006,2650.19%
Other shareholders
ISHARES TR shareholders Q1 2017
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 1,052,555$66,332,0007.61%
Capital Directions Investment Advisors, LLC 0$19,140,0007.34%
Broadview Financial Management, LLC 111,935$7,054,1617.07%
Sterling Financial Planning, Inc. 133,936$8,441,0005.92%
Pensionmark Financial Group, LLC 359,276$22,642,0005.38%
Hudson Capital Management LLC 163,891$10,328,0005.14%
Tanglewood Wealth Management, Inc. 485,614$30,603,0004.62%
Willis Johnson & Associates, Inc. 501,093$31,579,0004.60%
Main Management LLC 555,088$34,982,0004.32%
First Citizens Financial Corp 67,838$4,275,0004.21%
View complete list of ISHARES TR shareholders