Wealthspire Advisors, L.P. - ISHARES TR ownership

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 197 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.26 and the average weighting 0.1%.

Quarter-by-quarter ownership
Wealthspire Advisors, L.P. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2019$69,000
+4.5%
408
+2.0%
0.01%
-16.7%
Q4 2018$66,000
-17.5%
4000.0%0.01%
-14.3%
Q3 2018$80,000
+14.3%
4000.0%0.01%
+16.7%
Q2 2018$70,000
-1.4%
400
-11.5%
0.01%
-14.3%
Q1 2018$71,000
+14.5%
452
+15.3%
0.01%
+16.7%
Q4 2017$62,000
+6.9%
3920.0%0.01%0.0%
Q3 2017$58,0000.0%3920.0%0.01%
-14.3%
Q2 2017$58,000
+9.4%
3920.0%0.01%
-12.5%
Q1 2017$53,000
+8.2%
3920.0%0.01%
+14.3%
Q4 2016$49,000
+2.1%
392
+0.3%
0.01%0.0%
Q3 2016$48,000
-4.0%
3910.0%0.01%
-12.5%
Q2 2016$50,000
+4.2%
3910.0%0.01%0.0%
Q1 2016$48,000
-73.0%
391
-72.7%
0.01%
-75.8%
Q4 2015$178,0001,4340.03%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Ayalon Insurance Comp Ltd. 17,540$4,116,0001.87%
Wharton Business Group, LLC 84,475$19,825,0001.62%
PURA VIDA INVESTMENTS, LLC 155,000$36,375,0001.32%
MARTIN & CO INC /TN/ 19,847$4,658,0001.19%
Terra Nova Asset Management LLC 4,928$1,157,0001.17%
FMA ADVISORY INC 12,985$3,047,0001.02%
Phoenix Holdings Ltd. 136,060$31,881,0000.85%
Carl P. Sherr & Co., LLC 3,540$831,0000.66%
MURPHY CAPITAL MANAGEMENT INC 18,541$4,351,0000.58%
Clal Insurance Enterprises Holdings Ltd 168,673$36,984,0000.50%
View complete list of ISHARES TR shareholders