Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 93 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$10,356
-4.1%
2000.0%0.00%
Q2 2023$10,804
+3.6%
2000.0%0.00%
Q1 2023$10,433
+104230.0%
2000.0%0.00%
-100.0%
Q4 2022$10
-99.9%
2000.0%0.00%0.0%
Q3 2022$10,0000.0%2000.0%0.00%
Q2 2022$10,000
-16.7%
2000.0%0.00%
Q1 2022$12,0002000.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
VAUGHAN & Co SECURITIES, INC. 210,305$10,970,9848.14%
Matrix Trust Co 185,643$9,6842.61%
Viewpoint Capital Management LLC 46,323$2,416,5372.17%
EisnerAmper Wealth Management Corporate Benefits, LLC 55,510$2,8961.40%
Hyperion Capital Advisors LP 27,400$1,429,3790.69%
Jackson Creek Investment Advisors LLC 21,050$8660.36%
SevenOneSeven Capital Management 2,800$138,7580.31%
Courage Miller Partners, LLC 11,785$614,7890.26%
Towerpoint Wealth, LLC 8,534$445,1940.26%
Rodgers & Associates, LTD 30,422$1,587,0280.25%
View complete list of ISHARES TR shareholders