Wealthspire Advisors, L.P. - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 129 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Wealthspire Advisors, L.P. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2019$62,000
+17.0%
4100.0%0.01%0.0%
Q4 2018$53,000
-17.2%
4100.0%0.01%0.0%
Q3 2018$64,000
+8.5%
4100.0%0.01%0.0%
Q2 2018$59,0000.0%4100.0%0.01%
-16.7%
Q1 2018$59,000
-1.7%
4100.0%0.01%0.0%
Q4 2017$60,000
+5.3%
4100.0%0.01%0.0%
Q3 2017$57,000
+5.6%
4100.0%0.01%0.0%
Q2 2017$54,000
+3.8%
4100.0%0.01%
-14.3%
Q1 2017$52,000
+6.1%
4100.0%0.01%0.0%
Q4 2016$49,000
-12.5%
410
-16.5%
0.01%
-22.2%
Q3 2016$56,0004910.01%
Other shareholders
ISHARES TR shareholders Q1 2017
NameSharesValueWeighting ↓
New England Investment & Retirement Group, Inc. 90,523$13,129,0007.19%
Vontobel Swiss Wealth Advisors AG 30,364$4,404,0002.32%
GRIMES & COMPANY, INC. 138,045$20,021,0001.94%
Milestone Advisory Partners 15,114$2,192,0001.64%
NAVELLIER & ASSOCIATES INC 68,977$10,004,0001.52%
PLANNING DIRECTIONS INC 7,523$1,091,0001.07%
Stillwater Capital Advisors, LLC 26,325$3,818,0000.92%
BREITER CAPITAL MANAGEMENT INC 3,912$567,0000.77%
Risk Paradigm Group, LLC 3,379$490,056,0000.62%
Prospera Financial Services Inc 29,566$4,284,0000.60%
View complete list of ISHARES TR shareholders