Wealthspire Advisors, L.P. - ISHARES TR ownership

ISHARES TR's ticker is HEZU and the CUSIP is 46434V639. A total of 56 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Wealthspire Advisors, L.P. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2018$26,000
+62.5%
878
+43.5%
0.00%0.0%
Q4 2016$16,000
-50.0%
612
-53.5%
0.00%
-60.0%
Q2 2016$32,0001,3160.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 219,896$6,345,0003.84%
Permanens Capital L.P. 300,007$8,657,0001.95%
Endowment Wealth Management, Inc. 50,330$1,452,0001.76%
Robertson Stephens Wealth Management, LLC 329,205$9,499,0000.99%
Psagot Value Holdings Ltd. / (Israel) 55,257$1,594,0000.45%
55I, LLC 299,935$8,655,0000.24%
DIMENSION CAPITAL MANAGEMENT LLC 28,749$829,0000.20%
Financial Network Wealth Management LLC 7,196$208,0000.13%
FLOW TRADERS U.S. LLC 68,281$1,970,0000.11%
Clearwater Capital Advisors, LLC 16,950$489,0000.07%
View complete list of ISHARES TR shareholders