Wealthspire Advisors, L.P. - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 468 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.60 and the average weighting 0.4%.

Quarter-by-quarter ownership
Wealthspire Advisors, L.P. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$429,000
-25.6%
3,501
-27.0%
0.02%
-63.4%
Q2 2020$577,000
-6.6%
4,795
-22.5%
0.04%
-24.1%
Q1 2020$618,000
-20.2%
6,184
+28.5%
0.05%
+3.8%
Q4 2019$774,000
+5.2%
4,814
-1.8%
0.05%
-3.7%
Q3 2019$736,000
+23.9%
4,900
+22.6%
0.05%
+22.7%
Q2 2019$594,000
+0.2%
3,998
-0.5%
0.04%
-2.2%
Q1 2019$593,000
-4.0%
4,020
-14.3%
0.04%
-18.2%
Q4 2018$618,000
-15.9%
4,690
+6.4%
0.06%
-9.8%
Q3 2018$735,000
+2.4%
4,406
+0.3%
0.06%
-6.2%
Q2 2018$718,000
+6.5%
4,395
-1.6%
0.06%
+3.2%
Q1 2018$674,000
-1.7%
4,466
+0.0%
0.06%
-6.0%
Q4 2017$686,000
-7.7%
4,464
-10.9%
0.07%
-17.3%
Q3 2017$743,000
-13.2%
5,009
-18.2%
0.08%
-19.8%
Q2 2017$856,000
-8.1%
6,125
-8.8%
0.10%
-23.5%
Q1 2017$931,000
-16.4%
6,716
-15.5%
0.13%
-20.5%
Q4 2016$1,113,000
+8.3%
7,951
-3.5%
0.17%
+3.8%
Q3 2016$1,028,000
+25.4%
8,237
+17.3%
0.16%
+16.8%
Q2 2016$820,000
+3.0%
7,0200.0%0.14%
-2.1%
Q1 2016$796,000
+8.6%
7,020
+3.6%
0.14%
+2.9%
Q4 2015$733,0006,7730.14%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Palisades Hudson Asset Management, L.P. 303,077$27,67415.26%
Forbes Financial Planning, Inc. 62,335$5,139,5197.48%
Probity Advisors, Inc. 295,447$26,977,2666.11%
ETFIDEA, LLC 127,349$11,628,2485.38%
Stone Asset Management Inc. 90,104$8,227,3665.11%
Sterling Financial Planning, Inc. 93,448$8,532,7315.09%
Pensionmark Financial Group, LLC 241,730$22,072,3815.06%
PETRA FINANCIAL ADVISORS INC 40,805$3,725,9054.10%
LTG Capital LLC 39,657$3,621,0793.90%
Ellis Investment Partners, LLC 135,624$12,383,7903.37%
View complete list of ISHARES TR shareholders