Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 231 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.87 and the average weighting 0.2%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,234
+165.5%
72
+176.9%
0.00%
Q2 2023$2,725
+6.2%
260.0%0.00%
Q1 2023$2,567
+28.4%
26
+4.0%
0.00%
Q2 2022$2,000
-33.3%
250.0%0.00%
Q1 2022$3,0000.0%250.0%0.00%
Q4 2021$3,000
-40.0%
25
-40.5%
0.00%
Q3 2021$5,0000.0%420.0%0.00%
Q2 2021$5,000
+25.0%
420.0%0.00%
Q1 2021$4,000420.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
First Citizens Financial Corp 39,717$4,007,0482.82%
MAGNOLIA CAPITAL MANAGEMENT LTD 22,010$2,2212.16%
Modus Advisors, LLC 43,496$4,388,2971.91%
SOUTHERN CAPITAL ADVISORS, LLC 18,411$1,857,5251.54%
Royal Fund Management, LLC 88,259$8,904,4641.20%
Rainsberger Wealth Advisors, Inc. 19,016$1,918,5601.18%
EUDAIMONIA ADVISORS LLC 13,460$1,357,9630.95%
PLANNING DIRECTIONS INC 10,790$1,0890.83%
WEALTH ADVISORS, INC. 16,356$1,650,1570.74%
Shulman DeMeo Asset Management LLC 19,194$1,936,4600.65%
View complete list of ISHARES TR shareholders