Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 240 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - 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 Q1 2022
NameSharesValueWeighting ↓
New England Investment & Retirement Group, Inc. 176,331$18,636,0004.50%
MAGNOLIA CAPITAL MANAGEMENT LTD 33,664$3,558,0003.51%
First Citizens Financial Corp 36,529$3,861,0003.15%
MORGAN JESS S & CO INC 42,442$4,486,0003.14%
MinichMacGregor Wealth Management, LLC 71,473$7,553,0002.82%
Modus Advisors, LLC 44,019$4,652,0002.16%
Kesler, Norman & Wride, LLC 67,297$7,113,0001.76%
Cadent Capital Advisors, LLC 37,413$3,954,0001.76%
Frank, Rimerman Advisors LLC 26,416$2,791,9071.24%
VIVID FINANCIAL MANAGEMENT, INC. 20,189$2,134,0000.98%
View complete list of ISHARES TR shareholders