Wealthspire Advisors, L.P. - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 386 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$12,776,000
+99.7%
218,995
+86.6%
0.45%
-1.7%
Q2 2020$6,398,000
+20.9%
117,350
+4.2%
0.46%
-0.7%
Q1 2020$5,293,000
-61.2%
112,588
-49.0%
0.46%
-49.7%
Q4 2019$13,659,000
+15.5%
220,662
+7.8%
0.92%
+5.9%
Q3 2019$11,821,000
+2.5%
204,664
+4.1%
0.86%
+0.2%
Q2 2019$11,528,000
+13.3%
196,584
+12.2%
0.86%
+12.5%
Q1 2019$10,177,000
+48.3%
175,251
+34.2%
0.77%
+25.7%
Q4 2018$6,861,000
+658.1%
130,607
+770.0%
0.61%
+713.3%
Q3 2018$905,000
+118.1%
15,013
+117.6%
0.08%
+97.4%
Q2 2018$415,000
+30.1%
6,900
+36.3%
0.04%
+26.7%
Q1 2018$319,000
+206.7%
5,061
+205.6%
0.03%
+200.0%
Q4 2017$104,000
-17.5%
1,656
-19.8%
0.01%
-28.6%
Q3 2017$126,000
+26.0%
2,064
+18.3%
0.01%
+16.7%
Q2 2017$100,000
-30.1%
1,745
-33.2%
0.01%
-40.0%
Q1 2017$143,000
+52.1%
2,612
+40.5%
0.02%
+42.9%
Q4 2016$94,000
-3.1%
1,8590.0%0.01%
-6.7%
Q3 2016$97,000
+781.8%
1,859
+737.4%
0.02%
+650.0%
Q2 2016$11,000
+57.1%
222
+64.4%
0.00%
+100.0%
Q1 2016$7,000
+600.0%
135
+440.0%
0.00%
Q4 2015$1,000250.00%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 594,395$43,428,00025.73%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 9,236,100$655,763,00024.09%
Acorns Advisers, LLC 17,514,355$1,243,520,00022.83%
Newman & Schimel, LLC 477,172$33,879,00021.18%
AlphaCore Capital LLC 557,890$39,610,00020.08%
Brightworth 2,670,472$189,603,00017.18%
Onyx Bridge Wealth Group LLC 555,111$40,479,00015.20%
Hardy Reed LLC 1,144,425$81,254,00014.44%
KEMPER Corp 1,213,087$86,129,00014.34%
ESL Trust Services, LLC 637,610$45,270,00013.80%
View complete list of ISHARES TR shareholders