Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 259 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$33,168
+2.2%
690
+6.5%
0.00%0.0%
Q2 2023$32,458
-1.1%
6480.0%0.00%0.0%
Q1 2023$32,828
+234385.7%
648
+120.4%
0.00%0.0%
Q4 2022$14
-99.9%
2940.0%0.00%0.0%
Q3 2022$14,000
-57.6%
294
-54.6%
0.00%0.0%
Q2 2022$33,000
-48.4%
648
-44.4%
0.00%
-50.0%
Q1 2022$64,000
-8.6%
1,1660.0%0.00%0.0%
Q4 2021$70,000
+16.7%
1,166
+16.4%
0.00%0.0%
Q3 2021$60,000
-1.6%
1,0020.0%0.00%0.0%
Q2 2021$61,000
+3.4%
1,0020.0%0.00%0.0%
Q1 2021$59,0001,0020.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,175,793$59,930,00015.12%
American Family Insurance Mutual Holding Co 2,500,000$127,425,0006.24%
WT Wealth Management 172,927$8,814,0004.35%
Compass Financial Group, Inc. 123,337$6,286,0004.00%
Insight Wealth Partners, LLC 73,319$3,737,0002.81%
Tolleson Wealth Management, Inc. 147,798$7,533,0002.13%
KerberRose Wealth Management, LLC 50,496$2,574,0002.10%
Shelter Mutual Insurance Co 130,000$6,626,0002.01%
IVC Wealth Advisors LLC 43,655$2,225,0001.72%
Avidian Wealth Solutions, LLC 473,746$24,147,0001.71%
View complete list of ISHARES TR shareholders