Wealthspire Advisors, L.P. - ISHARES TR ownership

ISHARES TR's ticker is SMMD and the CUSIP is 46435G268. A total of 21 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Wealthspire Advisors, L.P. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2019$65,000
+16.1%
1,475
+0.3%
0.01%0.0%
Q4 2018$56,000
-16.4%
1,470
+4.9%
0.01%
-16.7%
Q3 2018$67,000
+3.1%
1,4010.0%0.01%0.0%
Q2 2018$65,000
+8.3%
1,4010.0%0.01%0.0%
Q1 2018$60,0001,4010.01%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
WealthOne, LLC 249,984$13,626,6295.50%
Brio Consultants, LLC 337,537$18,399,1323.46%
Kendall Capital Management 139,273$7,5923.37%
CMH Wealth Management LLC 198,601$10,881,7213.04%
Advisory Resource Group 205,699$11,212,6533.02%
COLDSTREAM CAPITAL MANAGEMENT INC 1,434,612$78,200,6962.55%
Global Wealth Strategies & Associates 76,662$4,178,8461.95%
Strategic Wealth Partners Group, LLC 166,487$9,122,3491.35%
Benchmark Financial Wealth Advisors, LLC 44,713$2,437,3121.15%
Pinion Investment Advisors, LLC 29,699$1,618,8931.05%
View complete list of ISHARES TR shareholders