Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 381 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 4.66 and the average weighting 0.2%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$724,086
-6.4%
12,519
+0.6%
0.03%
-3.4%
Q2 2023$773,902
+16.4%
12,444
+1.7%
0.03%
+11.5%
Q1 2023$664,992
+104954.0%
12,233
-13.4%
0.03%
-27.8%
Q4 2022$633
-99.9%
14,120
-24.8%
0.04%
-25.0%
Q3 2022$792,000
-52.4%
18,778
-48.4%
0.05%
-30.4%
Q2 2022$1,664,000
-55.3%
36,414
-43.1%
0.07%
-31.0%
Q1 2022$3,725,000
-14.3%
63,986
-5.2%
0.10%
+4.2%
Q4 2021$4,345,000
-5.8%
67,479
-17.1%
0.10%
-21.3%
Q3 2021$4,613,000
+48.8%
81,399
+786.1%
0.12%
+45.2%
Q2 2021$3,101,000
-23.0%
9,186
-29.5%
0.08%
-21.5%
Q1 2021$4,029,00013,0220.11%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Goodwin Investment Advisory 71,969$3,289,010,0002.54%
Intelligence Driven Advisers, LLC 271,883$12,602,0002.47%
Empowered Funds, LLC 394,198$18,015,0002.32%
OmniStar Financial Group, Inc. 43,833$2,003,0002.22%
4J Wealth Management LLC 38,119$1,742,0002.19%
PATTEN & PATTEN INC/TN 526,773$24,074,0002.11%
FORTE ASSET MANAGEMENT LLC 66,304$3,030,0002.10%
Flagship Private Wealth, LLC 45,899$2,098,0002.04%
Outlook Wealth Advisors, LLC 103,624$4,735,0001.94%
Dentgroup LLC 34,579$1,580,0001.76%
View complete list of ISHARES TR shareholders