Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 418 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$57,641,804
-2.7%
521,787
-2.8%
2.19%
+0.3%
Q2 2023$59,261,600
-2.9%
536,547
-2.9%
2.19%
-8.0%
Q1 2023$61,062,185
+121450.7%
552,599
+20.9%
2.38%
-15.9%
Q4 2022$50,236
-99.9%
457,024
-3.0%
2.83%
-10.2%
Q3 2022$51,812,000
+79.2%
471,018
+79.3%
3.15%
+164.1%
Q2 2022$28,917,000
+3396.6%
262,646
+3401.0%
1.19%
+5313.6%
Q1 2022$827,000
+44.6%
7,502
+44.9%
0.02%
+69.2%
Q4 2021$572,000
-42.8%
5,178
-42.8%
0.01%
-50.0%
Q3 2021$1,000,000
-16.2%
9,055
-16.2%
0.03%
-18.8%
Q2 2021$1,194,000
-15.5%
10,806
-15.5%
0.03%
-15.8%
Q1 2021$1,413,00012,7850.04%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
PEAVINE CAPITAL, LLC 1,887,881$208,139,00040.60%
Cornerstone Retirement Group, Inc. 1,827,938$201,465,00037.83%
Divergent Wealth Advisors 697,638$76,915,00015.95%
Titan Capital Management, LLC /TX 143,194$15,787,00015.87%
Milliman Financial Risk Management LLC 9,597,047$1,058,074,00013.75%
AGILIS PARTNERS LLC 175,749$19,376,0009.69%
Reliant Wealth Planning 159,554$17,591,0008.70%
Estate Counselors, LLC 579,530$63,893,0008.31%
AFFINIA FINANCIAL GROUP, LLC 93,744$10,332,0007.91%
QUATTRO FINANCIAL ADVISORS LLC 190,873$21,044,0007.09%
View complete list of ISHARES TR shareholders