Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is KXI and the CUSIP is 464288737. A total of 112 filers reported holding ISHARES TR in Q2 2021. 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$11,412
-6.7%
2000.0%0.00%
Q2 2023$12,238
-1.2%
2000.0%0.00%
Q1 2023$12,390
+103150.0%
2000.0%0.00%
-100.0%
Q4 2022$12
-99.9%
2000.0%0.00%0.0%
Q3 2022$11,000
-8.3%
2000.0%0.00%
Q2 2022$12,0000.0%2000.0%0.00%
Q1 2022$12,000
-20.0%
200
-13.0%
0.00%
Q4 2021$15,000
+25.0%
230
+15.0%
0.00%
Q3 2021$12,000
-83.6%
200
-83.3%
0.00%
-100.0%
Q2 2021$73,000
+217.4%
1,200
+200.0%
0.00%
+100.0%
Q1 2021$23,0004000.00%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Slow Capital, Inc. 37,625$1,844,0000.94%
InterOcean Capital, LLC 77,025$3,775,0000.44%
Madden Advisory Services, Inc. 11,092$543,0000.34%
Affiance Financial, LLC 6,700$328,0000.25%
PFG Advisors 5,748$282,0000.25%
Perigon Wealth Management, LLC 15,228$746,0000.22%
IHT Wealth Management, LLC 16,715$819,0000.21%
PICTET BANK & TRUST Ltd 10,400$510,0000.17%
American Financial Network Advisory Services LLC 19$250,0000.14%
Hilltop Holdings Inc. 12,762$625,0000.13%
View complete list of ISHARES TR shareholders