Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 772 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.5%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
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 2022
NameSharesValueWeighting ↓
Palisades Hudson Asset Management, L.P. 292,393$26,08714.28%
Cosner Financial Group, LLC 103,871$9,267,3558.17%
Forbes Financial Planning, Inc. 79,981$7,135,9137.65%
Pensionmark Financial Group, LLC 329,889$29,604,8035.86%
Probity Advisors, Inc. 275,750$24,602,4545.67%
ETFIDEA, LLC 127,397$11,366,3194.83%
Sterling Financial Planning, Inc. 86,386$7,707,3793.95%
LTG Capital LLC 38,661$3,449,3353.64%
SOUTHERN CAPITAL ADVISORS, LLC 47,835$4,267,8063.55%
Ellis Investment Partners, LLC 152,196$13,578,9333.49%
View complete list of ISHARES TR shareholders