Wealthspire Advisors, L.P. - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 133 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.

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 Q3 2020
NameSharesValueWeighting ↓
METLIFE INC 11,888$568,8435.80%
Arrow Investment Advisors, LLC 104,313$4,978,8603.98%
KM Capital Management Ltd. 73,283$3,497,7972.39%
One Wealth Advisors, LLC 144,524$6,898,1311.53%
Stelac Advisory Services LLC 58,807$2,807,9771.53%
Providence First Trust Co 55,482$2,648,1561.48%
Barry Investment Advisors, LLC 85,307$4,071,7481.47%
ShoreHaven Wealth Partners, LLC 36,100$1,723,0531.18%
Willis Johnson & Associates, Inc. 224,455$10,713,2501.10%
Palisades Hudson Asset Management, L.P. 41,597$1,9851.09%
View complete list of ISHARES TR shareholders