Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 197 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.79 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 Q3 2021
NameSharesValueWeighting ↓
Verger Capital Management LLC 346,646$14,302,60612.64%
Versant Capital Management, Inc 375,069$15,475,3514.92%
Sterling Manor Financial, LLC 95,582$3,943,7143.57%
MFA WEALTH ADVISORS, LLC 237,163$9,785,3363.04%
ONE PLUS ONE WEALTH MANAGEMENT, LLC 108,770$4,487,8502.92%
Buttonwood Financial Group, LLC 87,245$3,524,7002.57%
Van Cleef Asset Management,Inc 306,179$12,632,9461.99%
Ayalon Insurance Comp Ltd. 108,710$4,4851.89%
Parcion Private Wealth LLC 405,399$16,726,7541.74%
Derbend Asset Management 54,785$2,260,4251.54%
View complete list of ISHARES TR shareholders