Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 681 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 0.4%.

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 Q3 2022
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,206,522$126,070,00015.26%
RGT Wealth Advisors, LLC 872,930$91,212,00013.92%
Palisades Hudson Asset Management, L.P. 306,344$32,010,00013.66%
Kaydan Wealth Management, Inc. 205,215$21,442,9528.12%
Probity Advisors, Inc. 279,882$29,245,0005.78%
Forbes Financial Planning, Inc. 54,532$5,700,0005.62%
Sterling Financial Planning, Inc. 83,623$8,738,0005.46%
Stone Asset Management Inc. 78,769$8,231,0004.85%
ETFIDEA, LLC 113,210$11,829,3134.75%
SOUNDMARK WEALTH MANAGEMENT, LLC 56,659$5,920,0004.05%
View complete list of ISHARES TR shareholders