Wealthspire Advisors, L.P. - ISHARES TR ownership

ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 728 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Wealthspire Advisors, L.P. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$216,000
-6.5%
1,994
-7.0%
0.01%
-52.9%
Q2 2020$231,000
+1258.8%
2,144
+1248.4%
0.02%
+750.0%
Q4 2018$17,0000.0%159
+0.6%
0.00%
+100.0%
Q3 2018$17,0000.0%158
+0.6%
0.00%
-50.0%
Q2 2018$17,000
+6.2%
1570.0%0.00%0.0%
Q1 2018$16,0000.0%1570.0%0.00%0.0%
Q4 2017$16,000
-5.9%
157
+0.6%
0.00%0.0%
Q3 2017$17,000
+6.2%
1560.0%0.00%0.0%
Q2 2017$16,0001560.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Heritage Investment Group, Inc. 503,728$51,813,00014.16%
Windham Capital Management, LLC 262,724$27,023,76810.87%
Horiko Capital Management LLC 193,786$19,932,82810.47%
WIT, LLC 2,232$229,587,5326.65%
ANGELES WEALTH MANAGEMENT, LLC 417,638$42,958,2456.07%
Raub Brock Capital Management LP 291,345$29,967,7475.96%
Bromfield Sneider Wealth Advisors 66,437$6,833,6745.15%
AUA CAPITAL MANAGEMENT, LLC 64,702$6,655,2484.81%
Salomon & Ludwin, LLC 445,987$45,874,1694.79%
Slow Capital, Inc. 230,091$23,667,1514.34%
View complete list of ISHARES TR shareholders