Wealthspire Advisors, L.P. - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 810 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 2.44 and the average weighting 0.6%.

Quarter-by-quarter ownership
Wealthspire Advisors, L.P. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2020$443,000
+4.5%
12,792
-4.0%
0.03%
-13.5%
Q1 2020$424,000
+5200.0%
13,321
+5846.9%
0.04%
+3600.0%
Q1 2019$8,000
-89.0%
224
-89.5%
0.00%
-83.3%
Q4 2018$73,000
-60.8%
2,133
-57.5%
0.01%
-60.0%
Q3 2018$186,000
-1.6%
5,021
+0.2%
0.02%
-11.8%
Q2 2018$189,000
-2.6%
5,013
-2.8%
0.02%
-5.6%
Q1 2018$194,000
-31.2%
5,155
-30.3%
0.02%
-33.3%
Q4 2017$282,000
-15.6%
7,400
-14.0%
0.03%
-25.0%
Q3 2017$334,000
-3.2%
8,606
-2.2%
0.04%
-12.2%
Q2 2017$345,000
+8.2%
8,798
+6.9%
0.04%
-8.9%
Q1 2017$319,000
+35.2%
8,231
+30.0%
0.04%
+28.6%
Q4 2016$236,000
-21.6%
6,331
-16.9%
0.04%
-25.5%
Q3 2016$301,000
-1.0%
7,6140.0%0.05%
-7.8%
Q2 2016$304,000
+2.4%
7,614
+0.0%
0.05%
-1.9%
Q1 2016$297,000
+15.6%
7,613
+14.9%
0.05%
+8.3%
Q4 2015$257,0006,6270.05%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 6,460,000$235,273,00071.50%
DOW CHEMICAL CO /DE/ 1,280,000$46,618,00032.84%
RS CRUM INC. 650,387$23,687,00013.40%
Edge Wealth Management LLC 1,693,830$61,689,00012.15%
Quaker Wealth Management, LLC 498,091$18,140,0007.87%
Sowa Financial Group, Inc. 308,085$11,220,0006.73%
Summit Financial Wealth Advisors, LLC 826,654$30,107,0006.08%
FirstPurpose Wealth LLC 206,397$7,517,0005.86%
SP Asset Management 1,479,607$53,887,0005.80%
Moser Wealth Advisors, LLC 233,820$8,516,0005.32%
View complete list of ISHARES TR shareholders