Wealthspire Advisors, L.P. - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 153 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 1.31 and the average weighting 0.2%.

Quarter-by-quarter ownership
Wealthspire Advisors, L.P. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$480,000
+100.8%
11,476
+93.9%
0.02%0.0%
Q2 2020$239,000
+14.4%
5,9180.0%0.02%
-5.6%
Q1 2020$209,000
-24.8%
5,9180.0%0.02%
-5.3%
Q4 2019$278,000
+86.6%
5,918
+72.6%
0.02%
+72.7%
Q1 2019$149,000
+11.2%
3,4280.0%0.01%
-8.3%
Q4 2018$134,000
-13.0%
3,4280.0%0.01%
-7.7%
Q3 2018$154,000
+0.7%
3,4280.0%0.01%
-7.1%
Q2 2018$153,000
-4.4%
3,4280.0%0.01%
-6.7%
Q1 2018$160,000
+97.5%
3,428
+100.0%
0.02%
+87.5%
Q4 2017$81,000
+1520.0%
1,714
+1614.0%
0.01%
+700.0%
Q3 2017$5,000
+25.0%
1000.0%0.00%
Q2 2017$4,0001000.00%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
FundX Investment Group, LLC 1,004,752$47,093,00019.80%
Arrow Investment Advisors, LLC 398,281$18,667,0005.61%
TRUE Private Wealth Advisors 415,316$19,465,0004.38%
Quantitative Advantage, LLC 266,767$12,503,0003.85%
Stelac Advisory Services LLC 270,064$12,658,0003.81%
EFG Asset Management (Americas) Corp. 195,886$9,303,0003.53%
CKW FINANCIAL GROUP 283,443$13,285,0003.17%
Round Table Services, LLC 176,410$8,268,0002.95%
BigSur Wealth Management LLC 51,399$2,409,0002.42%
FLOW TRADERS U.S. LLC 323,680$15,171,0001.63%
View complete list of ISHARES TR shareholders