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 ↓
SUMITOMO LIFE INSURANCE CO 4,392,099$363,227,0008.64%
LOCKERMAN FINANCIAL GROUP, INC. 35,240$2,914,0007.62%
Analyst IMS Investment Management Services Ltd. 607,570$50,519,0004.80%
Strategic Point Investment Advisors, LLC 202,990$16,787,0003.79%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 55,805$4,640,0003.35%
Arlington Financial Advisors, LLC 78,147$6,463,0002.19%
GFS Advisors, LLC 136,900$11,322,0001.87%
PROVIDA PENSION FUND ADMINISTRATOR 1,086,498$91,592,0001.72%
Frontier Asset Management, LLC 24,904$2,060,0001.52%
PICTET BANK & TRUST Ltd 35,000$2,895,0001.49%
View complete list of ISHARES TR shareholders