Wealthspire Advisors, L.P. - ISHARES TR ownership

ISHARES TR's ticker is IGOV and the CUSIP is 464288117. A total of 97 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Wealthspire Advisors, L.P. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$252,000
+260.0%
4,757
+233.6%
0.01%
+80.0%
Q1 2019$70,000
+1.4%
1,4260.0%0.01%
-16.7%
Q4 2018$69,0000.0%1,4260.0%0.01%0.0%
Q3 2018$69,000
-1.4%
1,4260.0%0.01%0.0%
Q2 2018$70,000
-5.4%
1,4260.0%0.01%
-14.3%
Q1 2018$74,000
+4.2%
1,4260.0%0.01%0.0%
Q4 2017$71,000
+208.7%
1,426
+206.0%
0.01%
+133.3%
Q3 2017$23,000
+4.5%
466
+100.0%
0.00%0.0%
Q2 2017$22,000
+4.8%
2330.0%0.00%0.0%
Q1 2017$21,000
-8.7%
233
-7.9%
0.00%0.0%
Q4 2016$23,000
-23.3%
253
-15.1%
0.00%
-40.0%
Q3 2016$30,0000.0%2980.0%0.01%0.0%
Q2 2016$30,000
+3.4%
298
-1.0%
0.01%0.0%
Q1 2016$29,000
+3.6%
301
-2.9%
0.01%0.0%
Q4 2015$28,0003100.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Wilshire Advisors LLC 100,183$5,144,00013.70%
Perella Weinberg Partners Capital Management LP 829,268$42,583,0006.48%
Checchi Capital Advisers, LLC 827,527$42,494,0004.21%
Inscription Capital, LLC 242,085$12,431,0003.90%
LEUTHOLD GROUP, LLC 392,144$20,137,0002.47%
Money Design Co.,Ltd. 455,703$23,400,0001.93%
Omega Financial Group, LLC 74,410$3,821,0001.82%
Financial Advisors Network, Inc. 154,051$7,864,0001.81%
Family Firm, Inc. 121,688$6,244,0001.64%
Financial Engines Advisors L.L.C. 10,316,051$529,729,0001.56%
View complete list of ISHARES TR shareholders