Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IXG and the CUSIP is 464287333. A total of 258 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,232,629
-1.4%
45,892
+0.1%
0.12%
+1.7%
Q2 2023$3,279,092
+6.1%
45,836
+2.3%
0.12%
+0.8%
Q1 2023$3,090,818
+151932.4%
44,788
+54.8%
0.12%
+5.3%
Q4 2022$2,033
-99.9%
28,933
+19.6%
0.11%
+26.7%
Q3 2022$1,483,000
-46.3%
24,183
-42.4%
0.09%
-21.1%
Q2 2022$2,762,000
-56.0%
42,008
-45.1%
0.11%
-32.1%
Q1 2022$6,278,000
-15.0%
76,500
-17.1%
0.17%
+2.4%
Q4 2021$7,385,000
-0.6%
92,240
-2.2%
0.16%
-16.8%
Q3 2021$7,430,000
+0.4%
94,363
-1.0%
0.20%
-1.5%
Q2 2021$7,399,00095,3310.20%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Diversified, LLC 300,519$23,876,0009.72%
AVAII WEALTH MANAGEMENT, LLC 41,732$3,316,0003.06%
Bernardo Wealth Planning LLC 63,876$5,075,0002.52%
Outlook Wealth Advisors, LLC 91,138$7,241,0002.42%
Richard Bernstein Advisors LLC 1,233,186$97,486,0001.93%
EQ LLC 32,317$2,568,0001.86%
Northwest Capital Management Inc 42,688$3,392,0001.60%
CLIENT 1ST ADVISORY GROUP, LLC 36,459$2,897,0001.42%
Ayalon Insurance Comp Ltd. 50,033$3,975,0001.35%
Lineweaver Wealth Advisors, LLC 37,996$3,018,0000.86%
View complete list of ISHARES TR shareholders