Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 124 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.34 and the average weighting 0.1%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$39,256
-3.6%
1,8430.0%0.00%
-50.0%
Q2 2023$40,730
-4.6%
1,8430.0%0.00%0.0%
Q1 2023$42,684
-7.2%
1,8430.0%0.00%0.0%
Q2 2022$46,000
-16.4%
1,8430.0%0.00%
+100.0%
Q1 2022$55,000
-27.6%
1,843
-20.3%
0.00%
-50.0%
Q4 2021$76,000
-42.9%
2,311
-43.4%
0.00%
-50.0%
Q3 2021$133,000
-2.2%
4,0860.0%0.00%0.0%
Q2 2021$136,000
+3.0%
4,0860.0%0.00%0.0%
Q1 2021$132,0004,0860.00%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
United Asset Strategies, Inc. 95,185$2,830,0001.94%
TOTH FINANCIAL ADVISORY CORP 97,586$2,901,0001.23%
OLD SECOND NATIONAL BANK OF AURORA 93,433$2,778,0001.14%
CINQUE PARTNERS LLC 63,058$1,875,0000.96%
CHEMUNG CANAL TRUST CO 88,487$2,631,0000.54%
MONROE BANK & TRUST/MI 45,971$1,367,0000.53%
Patriot Wealth Management, Inc. 61,381$1,825,0000.50%
Advisors Preferred, LLC 29,840$887,0000.49%
MASSMUTUAL TRUST CO FSB/ADV 14,190$421,869,0000.39%
WASHINGTON TRUST BANK 0$201,0000.36%
View complete list of ISHARES TR shareholders