Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 354 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$18,547,638
-1.6%
394,547
+3.0%
0.71%
+1.4%
Q2 2023$18,853,849
+7.8%
383,053
+6.8%
0.70%
+2.2%
Q1 2023$17,492,640
+155196.9%
358,676
+44.9%
0.68%
+7.4%
Q4 2022$11,264
-99.9%
247,560
-5.2%
0.63%0.0%
Q3 2022$10,444,000
-28.3%
261,036
-19.4%
0.63%
+5.7%
Q2 2022$14,572,000
-40.2%
323,832
-30.4%
0.60%
-8.0%
Q1 2022$24,368,000
-0.2%
465,330
+6.0%
0.65%
+20.3%
Q4 2021$24,427,000
+3.4%
438,784
+3.0%
0.54%
-13.4%
Q3 2021$23,614,000
-1.0%
426,068
+3.7%
0.63%
-2.9%
Q2 2021$23,848,000
+12.8%
410,860
+7.3%
0.64%
+14.8%
Q1 2021$21,133,000383,0060.56%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Johnson Financial Group, Inc. 2,273,797$103,457,7888.20%
Sageworth Trust Co of South Dakota 79,820$3,6328.16%
GERMAN AMERICAN BANCORP, INC. 1,033,002$47,001,5907.44%
TLWM 418,398$19,037,2846.90%
Mader & Shannon Wealth Management, Inc. 225,152$10,244,0006.78%
Sageworth Trust Co 1,858,616$84,5676.72%
Dentgroup LLC 129,424$5,888,7995.08%
CMH Wealth Management LLC 229,683$10,450,5763.35%
Legacy Private Trust Co. 762,034$34,672,5473.13%
VERITY Wealth Advisors 56,696$2,579,6702.53%
View complete list of ISHARES TR shareholders