Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 208 filers reported holding ISHARES TR in Q1 2023. 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$14,648
-3.7%
2000.0%0.00%0.0%
Q2 2023$15,212
+8.6%
2000.0%0.00%0.0%
Q1 2023$14,012
+7.8%
2000.0%0.00%0.0%
Q2 2022$13,000
-13.3%
2000.0%0.00%
Q1 2022$15,0002000.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 42,658$1,956,0001.12%
BigSur Wealth Management LLC 32,598$1,495,0001.09%
Capital Advisors, Ltd. LLC 63,968$2,933,0000.92%
ASSETMARK, INC 1,608,822$73,764,0000.72%
Carroll Financial Associates, Inc. 121,248$5,559,0000.59%
180 WEALTH ADVISORS, LLC 17,655$809,0000.40%
Curbstone Financial Management Corp 23,300$1,068,0000.30%
Dorsey & Whitney Trust CO LLC 36,350$1,667,0000.29%
GFS Advisors, LLC 29,000$1,330,0000.28%
MFA WEALTH ADVISORS, LLC 7,732$374,0000.25%
View complete list of ISHARES TR shareholders