Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 198 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 4.12 and the average weighting 0.2%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$37,070
+11.1%
898
+0.2%
0.00%0.0%
Q2 2023$33,366
-4.6%
896
-2.7%
0.00%0.0%
Q1 2023$34,974
+699380.0%
921
+608.5%
0.00%
Q4 2022$5
-99.9%
1300.0%0.00%
Q3 2022$4,000
-88.6%
130
-87.2%
0.00%
-100.0%
Q2 2022$35,000
-47.0%
1,019
-44.0%
0.00%
-50.0%
Q1 2022$66,000
+4.8%
1,819
-20.9%
0.00%
+100.0%
Q4 2021$63,000
+57.5%
2,300
+53.6%
0.00%0.0%
Q3 2021$40,000
+8.1%
1,497
+7.5%
0.00%0.0%
Q2 2021$37,000
-26.0%
1,392
-31.2%
0.00%0.0%
Q1 2021$50,0002,0240.00%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Verger Capital Management LLC 485,051$16,167,00010.66%
Versant Capital Management, Inc 381,772$12,724,0004.99%
New Millennium Group LLC 96,782$3,226,0003.56%
MFA WEALTH ADVISORS, LLC 240,224$8,007,0002.97%
Snider Financial Group 129,903$4,749,0002.58%
Money Design Co.,Ltd. 1,713,476$28,583,5552.41%
Parcion Private Wealth LLC 584,838$19,493,0002.18%
Ayalon Insurance Comp Ltd. 128,770$4,292,0002.02%
Cambria Investment Management, L.P. 544,271$18,141,0001.96%
Van Cleef Asset Management,Inc 297,656$9,921,0001.92%
View complete list of ISHARES TR shareholders