Wealthspire Advisors, L.P. - ISHARES TR ownership

ISHARES TR's ticker is IBDM and the CUSIP is 46434VBK5. A total of 157 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Wealthspire Advisors, L.P. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2019$10,0000.0%4190.0%0.00%0.0%
Q4 2018$10,0000.0%4190.0%0.00%0.0%
Q3 2018$10,0000.0%4190.0%0.00%0.0%
Q2 2018$10,0000.0%4190.0%0.00%0.0%
Q1 2018$10,0000.0%4190.0%0.00%0.0%
Q4 2017$10,0000.0%4190.0%0.00%0.0%
Q3 2017$10,0000.0%4190.0%0.00%0.0%
Q2 2017$10,0004190.00%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
BerganKDV Wealth Management, LLC 988,979$24,101,0005.39%
Tillar-Wenstrup Advisors, LLC 339,183$8,266,0004.60%
Cottage Street Advisors LLC 233,408$5,687,0003.34%
Day & Ennis, LLC 152,317$3,712,0002.75%
Fragasso Group Inc. 412,965$10,064,0002.59%
CORDA Investment Management, LLC. 827,757$20,172,0002.50%
CAPITAL ADVISORS INC/OK 1,434,848$34,967,0002.10%
Murphy, Middleton, Hinkle & Parker, Inc. 111,957$2,728,0002.04%
Gateway Advisory, LLC 238,838$5,820,0001.64%
MV CAPITAL MANAGEMENT, INC. 215,614$5,255,0001.36%
View complete list of ISHARES TR shareholders