Wealthspire Advisors, L.P. - ISHARES TR ownership

ISHARES TR's ticker is ACWI and the CUSIP is 464288257. A total of 251 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 1.02 and the average weighting 1.0%.

Quarter-by-quarter ownership
Wealthspire Advisors, L.P. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$7,768,000
+13528.1%
97,200
+12126.4%
0.27%
+6750.0%
Q1 2019$57,000
+7.5%
795
-4.4%
0.00%
-20.0%
Q4 2018$53,000
-14.5%
8320.0%0.01%0.0%
Q3 2018$62,000
+5.1%
8320.0%0.01%0.0%
Q2 2018$59,000
-69.6%
832
-69.2%
0.01%
-72.2%
Q1 2018$194,000
+223.3%
2,704
+225.0%
0.02%
+200.0%
Q4 2017$60,000
+27.7%
832
+21.3%
0.01%
+20.0%
Q3 2017$47,000
+4.4%
6860.0%0.01%0.0%
Q2 2017$45,000
+4.7%
6860.0%0.01%
-16.7%
Q1 2017$43,000
+4.9%
6860.0%0.01%0.0%
Q4 2016$41,0000.0%6860.0%0.01%0.0%
Q3 2016$41,000
+5.1%
6860.0%0.01%0.0%
Q2 2016$39,000
+2.6%
6860.0%0.01%
-14.3%
Q1 2016$38,0000.0%6860.0%0.01%0.0%
Q4 2015$38,0006860.01%
Other shareholders
ISHARES TR shareholders Q1 2017
NameSharesValueWeighting ↓
Sageworth Trust Co 1,799,132$127,954,00018.30%
ICONIQ Capital, LLC 2,020,866$143,724,00017.69%
DIMENSION CAPITAL MANAGEMENT LLC 370,527$26,352,00014.48%
Bogart Wealth, LLC 303,356$21,574,00013.12%
Bernicke Wealth Management, Ltd. 240,094$17,075,00011.95%
Covenant Multifamily Offices, LLC 338,741$24,091,00010.14%
Arlington Partners LLC 109,000$7,752,0007.33%
Cornerstone Advisors, Inc. 150,778$10,723,0007.32%
DEARBORN CAPITAL MANAGEMENT LLC 45,401$3,229,0006.22%
Conrad N. Hilton Foundation 180,731$12,854,0006.11%
View complete list of ISHARES TR shareholders