Wealthspire Advisors, L.P. - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 330 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.96 and the average weighting 0.1%.

Quarter-by-quarter ownership
Wealthspire Advisors, L.P. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$228,000
-3.8%
1,438
+0.1%
0.01%
-52.9%
Q2 2020$237,000
+15.0%
1,436
+0.1%
0.02%
-5.6%
Q1 2020$206,000
-35.0%
1,434
+0.3%
0.02%
-14.3%
Q4 2019$317,000
-1.2%
1,429
+0.1%
0.02%
-8.7%
Q3 2019$321,000
+4.9%
1,428
+0.1%
0.02%0.0%
Q2 2019$306,000
-20.3%
1,427
-25.9%
0.02%
-20.7%
Q1 2019$384,000
+15.3%
1,9260.0%0.03%
-3.3%
Q4 2018$333,000
-25.7%
1,926
-7.0%
0.03%
-18.9%
Q3 2018$448,000
+23.1%
2,071
+9.4%
0.04%
+12.1%
Q2 2018$364,000
-14.2%
1,893
-11.7%
0.03%
-17.5%
Q1 2018$424,000
+52.0%
2,143
+44.5%
0.04%
+48.1%
Q4 2017$279,000
+103.6%
1,483
+92.6%
0.03%
+80.0%
Q3 2017$137,000
+13.2%
770
+0.1%
0.02%
+7.1%
Q2 2017$121,000
+37.5%
769
+29.5%
0.01%
+7.7%
Q1 2017$88,000
+6.0%
594
+0.2%
0.01%
+8.3%
Q4 2016$83,000
+97.6%
593
+81.9%
0.01%
+71.4%
Q3 2016$42,0003260.01%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 70,956$7,519,1895.92%
PARAGON FINANCIAL PARTNERS, INC. 30,330$3,214,0283.34%
HERBST GROUP, LLC 42,795$4,534,9973.24%
MinichMacGregor Wealth Management, LLC 86,757$9,193,6833.04%
Gruss & Co., LLC 3,000$317,9102.69%
FOCUS Wealth Advisors, LLC 34,646$3,671,4372.55%
Bluesphere Advisors, LLC 32,313$3,424,2452.46%
WealthCare Investment Partners, LLC 35,971$3,769,0172.29%
MRA Advisory Group 26,736$2,833,1692.02%
5th Street Advisors, LLC 27,426$2,906,3341.92%
View complete list of ISHARES TR shareholders