Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 129 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,409
-0.7%
1610.0%0.00%
Q2 2023$5,449
-4.6%
161
+0.6%
0.00%
Q1 2023$5,711
+71287.5%
160
+0.6%
0.00%
Q4 2022$8
-99.9%
159
+1.9%
0.00%
Q3 2022$7,000
-78.8%
156
-76.4%
0.00%
-100.0%
Q2 2022$33,000
-78.8%
662
-74.9%
0.00%
-75.0%
Q1 2022$156,000
+372.7%
2,639
+400.8%
0.00%
+300.0%
Q4 2021$33,000
+43.5%
527
+31.8%
0.00%0.0%
Q2 2021$23,000
-32.4%
400
-33.3%
0.00%0.0%
Q1 2021$34,0006000.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Barry Investment Advisors, LLC 274,074$9,809,1083.21%
COTTONWOOD CAPITAL ADVISORS, LLC 56,199$2,011,3461.85%
Adams Wealth Management 96,741$3,462,3601.12%
Bell Bank 222,881$7,976,9110.84%
Aft, Forsyth & Sober, LLC 40,000$1,431,6000.72%
MARTIN & CO INC /TN/ 70,338$2,517,4060.65%
Endurance Wealth Management, Inc. 111,031$3,9740.56%
AUGUSTINE ASSET MANAGEMENT INC 20,000$715,8000.35%
Wealth Management Partners, LLC 11,212$401,2770.28%
Family Firm, Inc. 25,907$927,2040.26%
View complete list of ISHARES TR shareholders