Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is EXI and the CUSIP is 464288729. A total of 62 filers reported holding ISHARES TR in Q1 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$33,903
-6.0%
3000.0%0.00%0.0%
Q2 2023$36,075
+4.8%
3000.0%0.00%0.0%
Q1 2023$34,425
+107478.1%
3000.0%0.00%
-50.0%
Q4 2022$32
-99.9%
3000.0%0.00%0.0%
Q3 2022$27,000
-6.9%
3000.0%0.00%
+100.0%
Q2 2022$29,000
-17.1%
3000.0%0.00%0.0%
Q1 2022$35,000
-5.4%
3000.0%0.00%0.0%
Q4 2021$37,000
+5.7%
3000.0%0.00%0.0%
Q3 2021$35,000
-2.8%
3000.0%0.00%0.0%
Q2 2021$36,000
+2.9%
3000.0%0.00%0.0%
Q1 2021$35,0003000.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Cambria Investment Management, L.P. 121,718$13,894,1101.15%
Slow Capital, Inc. 38,374$4,380,4320.82%
Wharton Business Group, LLC 84,935$9,6950.58%
SENTINEL TRUST CO LBA 18,800$2,1460.30%
Wealth Management Partners, LLC 3,472$396,3290.28%
TCWP LLC 9,719$1,109,4240.21%
NTV ASSET MANAGEMENT LLC 9,400$1,073,0100.20%
PGIM Custom Harvest LLC 36,850$4,206,4280.18%
Laidlaw Wealth Management LLC 5,719$652,8240.13%
Sunflower Bank, N.A. 4,845$553,0570.12%
View complete list of ISHARES TR shareholders