Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 274 filers reported holding ISHARES TR in Q1 2021. 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$58,178
-38.9%
778
-39.0%
0.00%
-50.0%
Q2 2023$95,217
-34.1%
1,276
-37.2%
0.00%
-33.3%
Q1 2023$144,545
+722625.0%
2,032
+675.6%
0.01%
+500.0%
Q4 2022$20
-100.0%
262
-94.2%
0.00%
-94.7%
Q3 2022$306,000
-27.1%
4,536
-24.4%
0.02%
+11.8%
Q2 2022$420,000
+228.1%
6,003
+296.2%
0.02%
+466.7%
Q1 2022$128,000
-89.8%
1,515
-89.6%
0.00%
-89.3%
Q4 2021$1,259,000
+728.3%
14,526
+689.9%
0.03%
+600.0%
Q3 2021$152,0000.0%1,839
-2.2%
0.00%0.0%
Q2 2021$152,000
-92.2%
1,880
-92.8%
0.00%
-92.3%
Q1 2021$1,949,00026,0310.05%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Hamilton Wealth, LLC 56,640$6,691,0005.30%
Stillwater Capital Advisors, LLC 99,954$11,808,0002.57%
Somerset Group LLC 20,983$2,479,0002.08%
CIM, LLC 40,330$4,764,0001.75%
Madden Advisory Services, Inc. 24,876$2,938,0001.57%
PETTYJOHN, WOOD & WHITE, INC 31,715$3,746,0001.22%
PATTEN & PATTEN INC/TN 84,421$9,973,0001.09%
Pettinga Financial Advisors LLC 15,520$1,833,0000.98%
AFT, FORSYTH & COMPANY, INC. 7,913$935,0000.81%
DAGCO, INC. 5,500$650,0000.70%
View complete list of ISHARES TR shareholders