Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 678 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.52 and the average weighting 0.5%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$930,090
-25.4%
9,562
-21.1%
0.03%
+43.5%
Q1 2024$1,245,952
-7.8%
12,125
-12.3%
0.02%
-48.9%
Q4 2023$1,351,725
+23.4%
13,830
+12.6%
0.04%
+7.1%
Q3 2023$1,095,325
-6.2%
12,277
-0.0%
0.04%
-2.3%
Q2 2023$1,167,775
+1.7%
12,281
+0.1%
0.04%
-4.4%
Q1 2023$1,148,492
+103554.5%
12,272
+1.1%
0.04%
-27.4%
Q4 2022$1,108
-99.9%
12,136
-0.9%
0.06%
+1.6%
Q3 2022$1,010,000
-40.3%
12,247
-35.6%
0.06%
-12.9%
Q2 2022$1,693,000
+26.7%
19,021
+45.8%
0.07%
+94.4%
Q1 2022$1,336,000
-8.7%
13,048
-6.9%
0.04%
+12.5%
Q4 2021$1,464,000
+9.2%
14,009
+5.2%
0.03%
-11.1%
Q3 2021$1,341,000
-35.9%
13,315
-33.2%
0.04%
-36.8%
Q2 2021$2,092,000
+46.6%
19,938
+40.8%
0.06%
+50.0%
Q1 2021$1,427,00014,1590.04%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,013,290$118,383,00018.04%
Noven Financial Group, Inc. 128,691$15,035,00010.12%
Probity Advisors, Inc. 157,643$18,417,0008.25%
Palisades Hudson Asset Management, L.P. 73,762$8,618,0007.02%
SONATA CAPITAL GROUP INC 62,508$7,303,0006.22%
HOME FEDERAL BANK OF TENNESSEE 86,812$10,143,0006.06%
Advisors Preferred, LLC 49,969$9,367,0005.44%
Spruce Investment Advisors LLC 79,389$9,275,0005.27%
Commonwealth Financial Services, LLC 36,834$4,303,0005.07%
NorthRock Partners, LLC 90,145$10,540,0004.72%
View complete list of ISHARES TR shareholders