Wealthspire Advisors, L.P. - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 198 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 0.80 and the average weighting 0.2%.

Quarter-by-quarter ownership
Wealthspire Advisors, L.P. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$254,000
+17.1%
1,120
+11.2%
0.01%
-43.8%
Q2 2020$217,000
+0.5%
1,007
+0.4%
0.02%
+14.3%
Q4 2019$216,000
+11.3%
1,0030.0%0.01%
-6.7%
Q1 2019$194,000
+30.2%
1,003
+21.6%
0.02%
+15.4%
Q4 2018$149,000
-10.8%
825
+0.1%
0.01%
-7.1%
Q3 2018$167,000
+13.6%
8240.0%0.01%
+7.7%
Q2 2018$147,000
+3.5%
8240.0%0.01%0.0%
Q1 2018$142,000
-15.0%
824
-14.0%
0.01%
-18.8%
Q4 2017$167,000
+247.9%
958
+243.4%
0.02%
+220.0%
Q3 2017$48,000
-40.0%
279
-41.9%
0.01%
-44.4%
Q2 2017$80,000
+6.7%
4800.0%0.01%
-18.2%
Q1 2017$75,000
+8.7%
4800.0%0.01%
+10.0%
Q4 2016$69,000
+11.3%
480
+16.5%
0.01%0.0%
Q3 2016$62,000
+1.6%
4120.0%0.01%0.0%
Q2 2016$61,000
+5.2%
4120.0%0.01%0.0%
Q1 2016$58,0004120.01%
Other shareholders
ISHARES TR shareholders Q3 2016
NameSharesValueWeighting ↓
Sowa Financial Group, Inc. 34,434$8,712,0006.88%
Kalos Management, Inc. 7,330$1,924,0004.75%
First Citizens Financial Corp 18,196$4,604,0004.53%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 21,003$5,314,0003.34%
Goodwin Investment Advisory 15,618$3,951,0002.99%
ETFIDEA, LLC 19,832$5,017,5682.59%
Oakworth Capital, Inc. 82,156$20,785,0002.30%
HC Advisors, LLC 12,493$3,161,0002.18%
Wealth Enhancement & Preservation of GA, LLC 5,107$1,292,0002.07%
HWG Holdings LP 9,381$2,373,0001.70%
View complete list of ISHARES TR shareholders