Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 276 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 2.15 and the average weighting 0.4%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,350
-4.4%
1000.0%0.00%
Q2 2023$6,644
-2.1%
1000.0%0.00%
Q1 2023$6,787
+113016.7%
1000.0%0.00%
Q4 2022$6
-99.9%
1000.0%0.00%
Q3 2022$6,000
-14.3%
1000.0%0.00%
Q2 2022$7,000
-12.5%
1000.0%0.00%
Q1 2022$8,0000.0%1000.0%0.00%
Q4 2021$8,0000.0%1000.0%0.00%
Q3 2021$8,000
-11.1%
1000.0%0.00%
Q2 2021$9,0000.0%1000.0%0.00%
Q1 2021$9,0001000.00%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Core Wealth Advisors, Inc. 85,751$7,946,0007.01%
Analyst IMS Investment Management Services Ltd. 464,011$42,995,0005.76%
Accredited Investors Inc. 404,533$37,484,0005.02%
Granby Capital Management, LLC 75,000$6,950,0004.94%
H&H Retirement Design & Management INC 86,856$8,100,0004.87%
Strategic Point Investment Advisors, LLC 190,015$17,607,0004.66%
OLD MISSION CAPITAL LLC 837,442$77,597,0004.32%
Riggs Asset Managment Co. Inc. 136,281$12,628,0003.83%
WestEnd Advisors, LLC 958,882$88,850,006,0003.56%
LFA - Lugano Financial Advisors SA 52,159$4,833,0003.38%
View complete list of ISHARES TR shareholders