Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is ITB and the CUSIP is 464288752. A total of 345 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.90 and the average weighting 0.3%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,289,983
+901.2%
16,435
+989.9%
0.05%
+880.0%
Q2 2023$128,844
+21.6%
1,5080.0%0.01%
+25.0%
Q1 2023$105,997
+286378.4%
1,508
+148.0%
0.00%
+100.0%
Q4 2022$37
-99.9%
6080.0%0.00%0.0%
Q3 2022$32,000
-59.5%
608
-59.7%
0.00%
-33.3%
Q2 2022$79,000
-26.2%
1,508
-16.6%
0.00%0.0%
Q1 2022$107,000
-46.5%
1,808
-25.2%
0.00%
-25.0%
Q4 2021$200,000
+66.7%
2,416
+33.6%
0.00%
+33.3%
Q3 2021$120,000
-4.0%
1,8080.0%0.00%0.0%
Q2 2021$125,000
-29.4%
1,808
-30.4%
0.00%
-40.0%
Q1 2021$177,0002,5980.01%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 238,548$18,723,6336.20%
COTTONWOOD CAPITAL ADVISORS, LLC 46,596$3,657,3533.42%
Riggs Asset Managment Co. Inc. 115,538$9,068,5783.23%
FOCUS Wealth Advisors, LLC 53,284$4,182,2612.90%
Kirkoswald Asset Management LLC 20,000$100,0002.64%
Portfolio Strategies, Inc. 174,103$13,665,0432.63%
Capital Asset Advisory Services LLC 451,624$35,691,8182.44%
SPC Financial, Inc. 238,572$18,725,5162.10%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 29,870$2,385,1682.06%
Eldridge Investment Advisors, Inc. 69,984$5,4931.82%
View complete list of ISHARES TR shareholders