Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 635 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,137,604
-6.1%
29,590
-2.5%
0.08%
-3.6%
Q2 2023$2,276,543
+4.9%
30,354
+0.0%
0.08%0.0%
Q1 2023$2,169,854
+131247.1%
30,343
+25.4%
0.08%
-9.7%
Q4 2022$1,652
-99.9%
24,194
+22.1%
0.09%
+22.4%
Q3 2022$1,249,000
+6.1%
19,821
+7.3%
0.08%
+58.3%
Q2 2022$1,177,000
+6.3%
18,464
+29.1%
0.05%
+60.0%
Q1 2022$1,107,000
-6.5%
14,303
+3.0%
0.03%
+15.4%
Q4 2021$1,184,000
+15.4%
13,881
+7.2%
0.03%
-3.7%
Q3 2021$1,026,000
-15.5%
12,949
-13.7%
0.03%
-18.2%
Q2 2021$1,214,000
-3.3%
15,000
-6.4%
0.03%0.0%
Q1 2021$1,256,00016,0280.03%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
PIERSHALE FINANCIAL GROUP, INC. 99,800$23,870,00013.73%
Capital Directions Investment Advisors, LLC 101,320$24,234,0009.17%
Broadview Financial Management, LLC 34,407$8,230,0006.93%
Pensionmark Financial Group, LLC 80,684$19,298,0006.60%
Hudson Capital Management LLC 50,649$12,097,511,0005.91%
Ifrah Financial Services, Inc. 58,893$14,086,0005.06%
SMITH SHELLNUT WILSON LLC /ADV 2,965$12,396,0004.63%
Centerpoint Advisors, LLC 25,386$6,072,0004.57%
Salomon & Ludwin, LLC 86,737$20,746,0004.32%
First Citizens Financial Corp 17,475$4,180,0004.14%
View complete list of ISHARES TR shareholders