Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 205 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.65 and the average weighting 0.2%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$140,028
+1067.8%
599
+1147.9%
0.01%
Q2 2023$11,991
-68.3%
48
-71.1%
0.00%
-100.0%
Q1 2023$37,821
+540200.0%
166
+388.2%
0.00%
Q4 2022$7
-100.0%
34
-94.8%
0.00%
-100.0%
Q3 2022$129,000
-22.3%
656
-16.0%
0.01%
+14.3%
Q2 2022$166,000
+822.2%
781
+1048.5%
0.01%
Q1 2022$18,000
-98.0%
68
-97.9%
0.00%
-100.0%
Q4 2021$889,000
+2016.7%
3,215
+1780.1%
0.02%
+1900.0%
Q3 2021$42,000
+2.4%
171
+9.6%
0.00%0.0%
Q2 2021$41,000
-99.2%
156
-99.2%
0.00%
-99.2%
Q1 2021$5,003,00019,4460.13%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Marks Wealth, LLC 54,808$14,120,0004.64%
TOBIAS FINANCIAL ADVISORS, INC. 41,712$10,746,0004.56%
AFFINITY WEALTH MANAGEMENT LLC 82,094$21,230,0004.34%
Paragon Wealth Strategies, LLC 54,322$13,995,0004.26%
Cadent Capital Advisors, LLC 36,411$9,381,0004.16%
WASHBURN CAPITAL MANAGEMENT, INC. 21,687$5,587,0003.79%
MinichMacGregor Wealth Management, LLC 38,945$10,033,0003.75%
Kesler, Norman & Wride, LLC 30,063$7,745,0001.92%
Migdal Insurance & Financial Holdings Ltd. 728,000$187,555,0001.89%
Richard Bernstein Advisors LLC 234,500$60,414,0001.38%
View complete list of ISHARES TR shareholders