Wealthspire Advisors, L.P. - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 437 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.2%.

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 2020
NameSharesValueWeighting ↓
Jordan Park Group LLC 12,636,019$337,129,00024.16%
ERTS Wealth Advisors, LLC 2,159,629$57,589,00013.74%
3EDGE Asset Management, LP 4,982,534$132,934,00011.38%
PRUDENT INVESTORS NETWORK, INC. 854,098$22,787,00010.74%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,808,127$154,961,0009.95%
Antonetti Capital Management LLC 460,574$12,288,0009.62%
CLIENT 1ST ADVISORY GROUP, LLC 705,809$18,831,0009.19%
Avondale Wealth Management 304,591$8,126,0008.22%
Tri-Star Advisors Inc. 730,929$19,074,0008.00%
ACCESS FINANCIAL SERVICES, INC. 644,349$17,191,0007.73%
View complete list of ISHARES TR shareholders