Wealthspire Advisors, L.P. - ISHARES TR ownership

ISHARES TR's ticker is IFGL and the CUSIP is 464288489. A total of 56 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Wealthspire Advisors, L.P. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2018$13,000
-7.1%
461
+1.3%
0.00%0.0%
Q1 2018$14,0000.0%455
+0.7%
0.00%0.0%
Q4 2017$14,000
+7.7%
452
+2.7%
0.00%0.0%
Q3 2017$13,000
+8.3%
440
+0.7%
0.00%0.0%
Q2 2017$12,0000.0%437
+0.9%
0.00%
-50.0%
Q1 2017$12,000
+9.1%
433
+0.7%
0.00%0.0%
Q4 2016$11,000
-8.3%
430
+5.1%
0.00%0.0%
Q3 2016$12,0000.0%409
+0.7%
0.00%0.0%
Q2 2016$12,0000.0%406
+1.0%
0.00%0.0%
Q1 2016$12,000
+9.1%
402
+0.8%
0.00%0.0%
Q4 2015$11,0003990.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Chandler Asset Management, Inc. 248,601$5,578,606,0001.58%
MARYLAND CAPITAL ADVISORS INC. 50,936$1,143,0001.21%
CASTLE WEALTH MANAGEMENT LLC 83,835$1,881,0001.09%
Old Port Advisors 125,108$2,756,0001.07%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 580,769$13,032,0000.97%
Upper Left Wealth Management, LLC 27,896$626,0000.72%
Family Firm, Inc. 85,515$1,919,0000.56%
AGILIS PARTNERS LLC 40,333$905,0000.56%
COURIER CAPITAL LLC 121,973$2,737,0000.32%
TBH Global Asset Management, LLC 22,658$508,0000.12%
View complete list of ISHARES TR shareholders