Wealthspire Advisors, L.P. - ISHARES TR ownership

ISHARES TR's ticker is GVI and the CUSIP is 464288612. A total of 236 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Wealthspire Advisors, L.P. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2019$1,0000.0%90.0%0.00%
Q4 2018$1,0000.0%90.0%0.00%
Q3 2018$1,000
-97.3%
9
-97.4%
0.00%
-100.0%
Q2 2018$37,0000.0%342
+0.3%
0.00%0.0%
Q1 2018$37,0000.0%3410.0%0.00%
-25.0%
Q4 2017$37,000
-2.6%
3410.0%0.00%0.0%
Q3 2017$38,0000.0%3410.0%0.00%
-20.0%
Q2 2017$38,000
-36.7%
341
-37.0%
0.01%
-44.4%
Q1 2017$60,000
+1.7%
541
+0.2%
0.01%0.0%
Q4 2016$59,000
-3.3%
5400.0%0.01%
-10.0%
Q3 2016$61,0000.0%5400.0%0.01%0.0%
Q2 2016$61,000
+1.7%
5400.0%0.01%
-9.1%
Q1 2016$60,000
+1.7%
5400.0%0.01%0.0%
Q4 2015$59,0005400.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
HORIZON BANCORP INC /IN/ 573,971$58,16037.23%
First Citizens Asset Management, Inc. 537,232$54,437,73523.14%
GERMAN AMERICAN BANCORP, INC. 719,014$72,857,68810.60%
Strategic Financial Services, Inc, 1,037,324$105,112,0038.18%
DT Investment Partners, LLC 590,174$59,802,3897.25%
MERIDIAN MANAGEMENT CO 163,879$16,605,8285.42%
Wealthstar Advisors, LLC 138,754$14,059,9865.40%
D L CARLSON INVESTMENT GROUP INC 212,252$21,507,4614.34%
InTrack Investment Management Inc 44,099$4,468,5073.93%
HOWE & RUSLING INC 318,034$32,226,3643.80%
View complete list of ISHARES TR shareholders