Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 247 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.82 and the average weighting 0.1%.

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 2023
NameSharesValueWeighting ↓
New Millennium Group LLC 34,391$3,444,6793.46%
MAGNOLIA CAPITAL MANAGEMENT LTD 22,010$2,2052.07%
Modus Advisors, LLC 43,405$4,347,4082.00%
EUDAIMONIA ADVISORS LLC 23,469$2,350,6131.58%
SOUTHERN CAPITAL ADVISORS, LLC 17,716$1,774,4341.31%
Rainsberger Wealth Advisors, Inc. 19,421$1,945,1681.15%
PLANNING DIRECTIONS INC 11,557$1,1580.86%
WEALTH ADVISORS, INC. 16,961$1,673,3210.80%
Frank, Rimerman Advisors LLC 25,616$2,565,6990.71%
Bray Capital Advisors 20,824$2,085,7320.61%
View complete list of ISHARES TR shareholders