Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is NYF and the CUSIP is 464288323. A total of 104 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$126,000
-4.5%
2,5000.0%0.01%
+60.0%
Q2 2022$132,000
-26.3%
2,500
-23.7%
0.01%0.0%
Q1 2022$179,000
-5.8%
3,2750.0%0.01%
+25.0%
Q4 2021$190,000
+0.5%
3,2750.0%0.00%
-20.0%
Q3 2021$189,000
-1.0%
3,2750.0%0.01%0.0%
Q2 2021$191,000
+32.6%
3,275
+31.0%
0.01%
+25.0%
Q1 2021$144,0002,5000.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Bouchey Financial Group Ltd 104,524$6,089,0001.04%
CAPRIN ASSET MANAGEMENT LLC /ADV 21,487$1,252,0000.94%
ARROW FINANCIAL CORP 77,689$4,526,0000.88%
Israel Discount Bank of New York 15,550$906,0000.66%
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 11,381$663,0000.56%
AllSquare Wealth Management LLC 10,831$631,0000.42%
NexWave Capital Partners LLC 4,000$233,0000.36%
MIRSKY FINANCIAL MANAGEMENT CORP. 9,989$582,0000.30%
Source Financial Advisors LLC 17,300$1,008,0000.27%
Eagle Ridge Investment Management 27,456$1,599,0000.20%
View complete list of ISHARES TR shareholders