Wealthspire Advisors, L.P. - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 177 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.

Quarter-by-quarter ownership
Wealthspire Advisors, L.P. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2020$267,000
+11.7%
3,861
+18.9%
0.02%
+18.8%
Q4 2019$239,000
+11.2%
3,2460.0%0.02%0.0%
Q3 2019$215,000
-24.6%
3,246
-20.5%
0.02%
-23.8%
Q2 2019$285,000
-1.4%
4,0830.0%0.02%
-4.5%
Q1 2019$289,000
+11.6%
4,0830.0%0.02%
-4.3%
Q4 2018$259,000
-10.1%
4,0830.0%0.02%
-4.2%
Q3 2018$288,000
-1.7%
4,0830.0%0.02%
-11.1%
Q2 2018$293,000
-7.6%
4,0830.0%0.03%
-10.0%
Q1 2018$317,000
+1.9%
4,0830.0%0.03%0.0%
Q4 2017$311,000
+2.0%
4,083
-3.2%
0.03%
-9.1%
Q3 2017$305,000
+7.0%
4,2180.0%0.03%
-2.9%
Q2 2017$285,000
+7.5%
4,2180.0%0.03%
-10.5%
Q1 2017$265,000
+14.2%
4,2180.0%0.04%
+8.6%
Q4 2016$232,000
-6.1%
4,218
+3.3%
0.04%
-7.9%
Q3 2016$247,000
+10.8%
4,0830.0%0.04%
+2.7%
Q2 2016$223,0000.0%4,0830.0%0.04%
-5.1%
Q1 2016$223,0004,0830.04%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Core Wealth Advisors, Inc. 85,751$7,946,0007.01%
Analyst IMS Investment Management Services Ltd. 464,011$42,995,0005.76%
Accredited Investors Inc. 404,533$37,484,0005.02%
Granby Capital Management, LLC 75,000$6,950,0004.94%
H&H Retirement Design & Management INC 86,856$8,100,0004.87%
Strategic Point Investment Advisors, LLC 190,015$17,607,0004.66%
OLD MISSION CAPITAL LLC 837,442$77,597,0004.32%
Riggs Asset Managment Co. Inc. 136,281$12,628,0003.83%
WestEnd Advisors, LLC 958,882$88,850,006,0003.56%
LFA - Lugano Financial Advisors SA 52,159$4,833,0003.38%
View complete list of ISHARES TR shareholders