Wealthspire Advisors, L.P. - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 577 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.06 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 Q3 2020
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 320,946$24,799,0007.53%
Broadview Financial Management, LLC 108,623$8,393,0006.22%
Sterling Financial Planning, Inc. 121,205$9,366,0005.90%
Willis Johnson & Associates, Inc. 487,665$37,682,0004.94%
Hudson Capital Management LLC 156,632$12,103,0004.80%
JSF Financial, LLC 136,382$10,538,0004.48%
JMAC ENTERPRISES LLC 216,300$16,713,0003.94%
First Citizens Financial Corp 65,805$5,085,0003.82%
1834 INVESTMENT ADVISORS CO 387,102$29,911,0003.66%
Ifrah Financial Services, Inc. 167,126$12,914,0003.63%
View complete list of ISHARES TR shareholders