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. 1,288,667$64,54915.16%
Long Run Wealth Advisors, LLC 715,627$35,845,77411.44%
Kingdom Financial Group LLC. 117,234$5,872,2325.76%
Simplicity Wealth,LLC 136,545$6,839,5504.25%
Japan Science & Technology Agency 7,234,311$362,366,6384.18%
Ratio Wealth Group 314,422$15,749,3983.90%
Shelter Mutual Insurance Co 290,980$14,575,1883.54%
Erickson Financial Group, LLC 74,264$3,719,8843.38%
Quantitative Strategies, Inc. 98,786$4,948,1913.32%
Westover Capital Advisors, LLC 166,432$8,336,5792.90%
View complete list of ISHARES TR shareholders