Wealthspire Advisors, L.P. - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 255 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 1.63 and the average weighting 0.3%.

Quarter-by-quarter ownership
Wealthspire Advisors, L.P. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2018$33,000
+3.1%
1,0000.0%0.00%0.0%
Q2 2018$32,000
-3.0%
1,0000.0%0.00%0.0%
Q1 2018$33,000
-51.5%
1,000
-50.1%
0.00%
-57.1%
Q4 2017$68,000
+100.0%
2,003
+100.3%
0.01%
+75.0%
Q3 2017$34,000
+3.0%
1,0000.0%0.00%0.0%
Q2 2017$33,000
+6.5%
1,0000.0%0.00%0.0%
Q1 2017$31,000
+3.3%
1,0000.0%0.00%0.0%
Q4 2016$30,0000.0%1,0000.0%0.00%
-20.0%
Q3 2016$30,000
+3.4%
1,0000.0%0.01%0.0%
Q2 2016$29,0000.0%1,0000.0%0.01%0.0%
Q1 2016$29,0000.0%1,0000.0%0.01%0.0%
Q4 2015$29,0001,0000.01%
Other shareholders
ISHARES TR shareholders Q4 2015
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 339,699$11,404,00010.97%
First National Bank of Hutchinson 778,373$26,130,00010.40%
Independence Wealth Advisors, Inc. 318,937$10,707,00010.40%
Round Table Services, LLC 933,202$31,328,0008.68%
MONETA GROUP INVESTMENT ADVISORS LLC 2,834,823$95,165,0007.98%
Altus Wealth Management, LLC 219,330$7,363,0007.21%
Argent Advisors, Inc. 164,315$5,529,0004.14%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$30,146,0003.29%
Wealth Advisors of Tampa Bay, LLC 94,880$3,185,0002.93%
Murphy, Middleton, Hinkle & Parker, Inc. 123,391$4,142,0002.76%
View complete list of ISHARES TR shareholders