Wealthspire Advisors, L.P. - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 328 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.58 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 2020
NameSharesValueWeighting ↓
Sowa Financial Group, Inc. 32,393$8,938,0005.80%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 43,437$11,985,0005.64%
First Citizens Financial Corp 18,623$5,138,0004.10%
Oakworth Capital, Inc. 75,593$20,858,0002.02%
HC Advisors, LLC 11,130$3,071,0002.02%
PGIM Custom Harvest LLC 39,677$10,948,0001.66%
TrueWealth Advisors, LLC 9,506$2,623,0001.48%
Mine & Arao Wealth Creation & Management, LLC. 8,347$2,303,0001.38%
PETTYJOHN, WOOD & WHITE, INC 20,138$5,556,0001.23%
AUA CAPITAL MANAGEMENT, LLC 6,330$1,747,0001.11%
View complete list of ISHARES TR shareholders