Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 284 filers reported holding ISHARES TR in Q1 2022. 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 Q1 2022
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,269,661$62,35315.49%
Simplicity Wealth,LLC 111,005$5,451,4784.81%
Long Run Wealth Advisors, LLC 253,421$12,445,4854.48%
Erickson Financial Group, LLC 65,632$3,223,1883.49%
Global Wealth Strategies & Associates 103,501$5,082,9342.95%
MCF Advisors LLC 483,375$23,738,5482.42%
Center For Asset Management LLC 52,785$2,592,2762.42%
Arcadia Wealth Management, LLC 54,716$2,687,1232.36%
Personal Capital Advisors Corp 9,741,579$478,408,9352.32%
Wayfinding Financial, LLC 41,968$2,4321.95%
View complete list of ISHARES TR shareholders