Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 165 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.20 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 Q1 2022
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 172,777$10,463,0003.52%
SPC Financial, Inc. 322,439$19,527,0002.42%
Cadent Capital Advisors, LLC 72,570$4,395,0001.96%
MARTIN & CO INC /TN/ 71,484$4,329,0001.02%
Aft, Forsyth & Sober, LLC 40,000$2,422,0000.91%
Spectrum Management Group, LLC 56,013$3,392,0000.53%
Teamwork Financial Advisors, LLC 32,869$1,991,0000.39%
Well Done, LLC 28,160$1,705,0000.38%
Genesee Capital Advisors, LLC 12,021$728,0000.36%
Family Firm, Inc. 19,020$1,245,0000.33%
View complete list of ISHARES TR shareholders