Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 543 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.9%.

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 2022
NameSharesValueWeighting ↓
Marks Wealth, LLC 71,534$7,904,50770.88%
ACUTE INVESTMENT ADVISORY, LLC 751,003$82,985,83454.36%
Gateway Advisory, LLC 1,698,780$187,71541.80%
LaSalle St. Investment Advisors, LLC 738,904$81,64836.07%
PEAVINE CAPITAL, LLC 1,227,795$135,671,35731.32%
Cornerstone Retirement Group, Inc. 846,569$93,545,91127.44%
Estate Counselors, LLC 1,187,945$131,267,92317.35%
AFFINIA FINANCIAL GROUP, LLC 201,113$22,198,74116.43%
Crane Advisory, LLC 432,798$47,703,02016.21%
Allred Capital Management, LLC 274,859$30,371,87616.09%
View complete list of ISHARES TR shareholders