Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 632 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - 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 2022
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,506$14,739,00012.84%
Capital Directions Investment Advisors, LLC 143,579$31,348,0009.85%
Broadview Financial Management, LLC 42,034$9,177,0009.06%
Pinnacle Family Advisors, LLC 63,881$13,947,0007.96%
Howard Capital Management Inc. 203,248$44,375,0005.60%
Monument Capital Management 34,181$7,280,0004.98%
Perkins Coie Trust Co 44,164$9,642,0004.79%
LVZ, Inc. 71,563$15,624,0004.24%
Capital Advisors, Ltd. LLC 58,064$12,677,0004.10%
Starfire Investment Advisers, Inc. 32,269$7,045,0003.67%
View complete list of ISHARES TR shareholders