Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 775 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,021,711
-3.5%
39,099
-2.4%
0.15%
-0.6%
Q2 2023$4,166,322
-1.4%
40,045
-0.8%
0.15%
-6.7%
Q1 2023$4,224,336
+147759.2%
40,355
+47.3%
0.16%
+2.5%
Q4 2022$2,857
-99.9%
27,397
-8.0%
0.16%
-13.4%
Q3 2022$3,057,000
-33.6%
29,782
-32.3%
0.19%
-2.1%
Q2 2022$4,605,000
-30.6%
43,999
-30.6%
0.19%
+6.7%
Q1 2022$6,633,000
-5.5%
63,414
-3.0%
0.18%
+14.1%
Q4 2021$7,020,000
+1.3%
65,382
+1.5%
0.16%
-15.2%
Q3 2021$6,929,000
-0.1%
64,409
+0.1%
0.18%
-2.1%
Q2 2021$6,936,000
-9.8%
64,333
-9.8%
0.19%
-8.3%
Q1 2021$7,693,00071,3530.20%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Windham Capital Management, LLC 403,210$43,373,0009.06%
AUA CAPITAL MANAGEMENT, LLC 86,321$9,286,0005.88%
Williams Financial, LLC 52,981$5,699,0004.93%
New World Advisors LLC 96,638$10,386,0004.80%
Ellevest, Inc. 448,335$48,228,0004.69%
Vivaldi Capital Management LP 200,650$21,584,0004.68%
One Capital Management, LLC 500,153$53,801,0004.45%
Baron Financial Group, LLC 61,280$6,591,890,0004.00%
Meridian Wealth Partners, LLC 152,987$16,457,0003.56%
Relaxing Retirement Coach 38,666$4,159,0003.41%
View complete list of ISHARES TR shareholders