Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 252 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 2.13 and the average weighting 0.1%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,023,411
+7410.2%
24,550
+7644.5%
0.08%
+7600.0%
Q2 2023$26,942
+32.5%
317
+29.9%
0.00%0.0%
Q1 2023$20,340
+106952.6%
244
+8.4%
0.00%0.0%
Q4 2022$19
-99.9%
225
-2.2%
0.00%0.0%
Q3 2022$17,0002300.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Trident Investment Management, LLC 28,773$2,477,00020.01%
FCA CORP /TX 36,515$3,144,0001.82%
Kingfisher Capital LLC 30,628$2,637,0001.42%
BECK CAPITAL MANAGEMENT, LLC 14,797$1,268,0001.02%
EXENCIAL WEALTH ADVISORS, LLC 15,828$1,405,0000.64%
Financial Architects, Inc 11,910$1,025,0000.60%
MERIDIAN INVESTMENT COUNSEL INC. 7,305$629,0000.53%
East Coast Asset Management, LLC. 9,711$836,0000.49%
Arete Wealth Advisors, LLC 5,703$491,0000.48%
Stearns Financial Services Group 13,340$1,149,0000.45%
View complete list of ISHARES TR shareholders