Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 408 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,352,418
-9.0%
58,328
-4.5%
0.17%
-6.2%
Q2 2023$4,782,240
+4.5%
61,107
-1.5%
0.18%
-0.6%
Q1 2023$4,576,636
+512401.2%
62,031
+390.7%
0.18%
+256.0%
Q4 2022$893
-99.8%
12,641
+40.0%
0.05%
+47.1%
Q3 2022$565,000
-81.9%
9,032
-80.7%
0.03%
-73.6%
Q2 2022$3,124,000
-51.5%
46,704
-45.0%
0.13%
-25.4%
Q1 2022$6,447,000
+40.1%
84,971
+41.0%
0.17%
+69.6%
Q4 2021$4,602,000
+16.7%
60,278
+8.3%
0.10%
-2.9%
Q3 2021$3,945,000
+0.1%
55,659
+1.7%
0.10%
-1.9%
Q2 2021$3,940,000
+22.6%
54,750
+17.1%
0.11%
+24.4%
Q1 2021$3,214,00046,7510.09%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
SOUTHERN CAPITAL ADVISORS, LLC 242,198$15,164,00012.40%
ForthRight Wealth Management, LLC 304,753$19,081,00011.19%
COREPATH WEALTH PARTNERS LLC 217,867$14,179,00010.53%
IRONWOOD WEALTH MANAGEMENT, INC. 215,784$13,802,0009.92%
Madison Wealth Partners, Inc 198,124$12,405,0008.11%
GDS Wealth Management 579,599$36,289,0008.08%
HANTZ FINANCIAL SERVICES, INC. 328,692$20,579,0008.05%
Drake & Associates, LLC 218,039$13,651,0007.77%
Financial Council, LLC 107,188$6,711,0007.75%
SIGNATUREFD, LLC 3,605,089$225,715,0007.73%
View complete list of ISHARES TR shareholders