Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 449 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$171,366
-3.5%
6,7470.0%0.01%0.0%
Q2 2023$177,640
-3.8%
6,747
+0.5%
0.01%0.0%
Q1 2023$184,598
+107852.0%
6,715
+6.5%
0.01%
-30.0%
Q4 2022$171
-99.9%
6,305
+0.2%
0.01%
+11.1%
Q3 2022$142,000
-26.8%
6,290
-11.9%
0.01%
+12.5%
Q2 2022$194,000
-18.8%
7,141
-5.0%
0.01%
+33.3%
Q1 2022$239,000
+2.1%
7,517
+0.2%
0.01%
+20.0%
Q4 2021$234,000
+2.2%
7,504
-0.3%
0.01%
-16.7%
Q3 2021$229,000
-5.8%
7,524
+0.3%
0.01%
-14.3%
Q2 2021$243,000
+15.2%
7,503
+12.1%
0.01%
+16.7%
Q1 2021$211,0006,6910.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Curbstone Financial Management Corp 21,910$613,2610.14%
CHEMUNG CANAL TRUST CO 21,067$589,6640.12%
Fifth Third Wealth Advisors LLC 9,943$278,3050.09%
Fragasso Group Inc. 30,863$863,8570.08%
Lowe Wealth Advisors, LLC 2,410$67,4560.03%
Anchor Investment Management, LLC 5,325$149,0610.02%
Versant Capital Management, Inc 1,489$41,6770.01%
ST GERMAIN D J CO INC 820$22,9520.00%
View complete list of ISHARES TR shareholders