Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 182 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$145,352
+12.3%
779
+20.6%
0.01%
+20.0%
Q2 2023$129,452
+4.0%
646
+3.4%
0.01%0.0%
Q1 2023$124,520
+129608.3%
625
+31.6%
0.01%0.0%
Q4 2022$96
-99.9%
475
+26.3%
0.01%
+25.0%
Q3 2022$68,000
-10.5%
376
-3.1%
0.00%
+33.3%
Q2 2022$76,000
-10.6%
388
-8.9%
0.00%
+50.0%
Q1 2022$85,000
-49.7%
426
-49.6%
0.00%
-50.0%
Q4 2021$169,000
+168.3%
846
+141.7%
0.00%
+100.0%
Q3 2021$63,000
-1.6%
3500.0%0.00%0.0%
Q2 2021$64,000
-52.9%
350
-54.5%
0.00%
-50.0%
Q1 2021$136,0007700.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
WealthSpring Partners, LLC 60,785$11,336,9088.47%
D. SCOTT NEAL, INC. 43,223$8,135,6336.95%
Gilfoyle & Co LLC 10$1,9044.89%
Kaye Capital Management 53,477$9,973,9604.57%
Wyrmwood Management LLC 10$1,9104.51%
WealthCare Investment Partners, LLC 37,937$7,023,5694.27%
PGIM Custom Harvest LLC 511,824$95,460,3353.52%
Bellwether Advisors, LLC 66,949$12,486,6583.40%
SFI Advisors, LLC 17,532$3,269,8933.20%
Genesee Capital Advisors, LLC 16,659$3,107,1552.23%
View complete list of ISHARES TR shareholders