Wealthspire Advisors, L.P. - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 627 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.17 and the average weighting 0.7%.

Quarter-by-quarter ownership
Wealthspire Advisors, L.P. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$126,982,000
+10473.0%
4,543,194
+10488.5%
4.48%
+5105.8%
Q2 2020$1,201,000
+11910.0%
42,907
+11132.2%
0.09%
+8500.0%
Q1 2019$10,000
+11.1%
3820.0%0.00%0.0%
Q4 2018$9,000
+12.5%
382
+10.4%
0.00%0.0%
Q3 2018$8,000
+700.0%
346
+723.8%
0.00%
Q2 2018$1,0000.0%420.0%0.00%
Q1 2018$1,0000.0%420.0%0.00%
Q4 2017$1,000
-90.9%
42
-90.3%
0.00%
-100.0%
Q3 2017$11,0000.0%432
+2.9%
0.00%0.0%
Q2 2017$11,000
+37.5%
420
+35.0%
0.00%0.0%
Q1 2017$8,000
-46.7%
311
-48.2%
0.00%
-50.0%
Q4 2016$15,000
-6.2%
6000.0%0.00%0.0%
Q3 2016$16,0000.0%6000.0%0.00%
-33.3%
Q2 2016$16,000
+6.7%
6000.0%0.00%0.0%
Q1 2016$15,0000.0%6000.0%0.00%0.0%
Q4 2015$15,0006000.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 545,022$12,742,61318.50%
Spectrum Asset Management, Inc. (NB/CA) 1,225,801$28,659,23914.18%
Nationwide Fund Advisors 5,310,252$124,153,69212.50%
ACCESS FINANCIAL SERVICES, INC. 746,293$17,448,33010.60%
ERTS Wealth Advisors, LLC 1,855,616$43,384,29510.51%
SCS Capital Management LLC 13,479,432$315,148,9929.28%
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 763,991$17,862,1107.36%
ALTERNA WEALTH MANAGEMENT, INC 224,659$5,252,5276.58%
FFG RETIREMENT ADVISORS LLC 320,731$7,498,6916.42%
Williams Financial, LLC 337,372$7,887,7686.16%
View complete list of ISHARES TR shareholders