Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 152 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.78 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 2023
NameSharesValueWeighting ↓
New Century Advisors, LLC 146,400$5,357,0004.54%
Bank Pictet & Cie (Europe) AG 88,220$3,230,0003.20%
MARTIN & CO INC /TN/ 210,144$7,693,0002.52%
BTR CAPITAL MANAGEMENT INC 178,544$6,536,0001.54%
OLD SECOND NATIONAL BANK OF AURORA 81,349$2,978,0001.35%
North Star Investment Management Corp. 105,050$3,846,0000.71%
BANQUE PICTET & CIE SA 181,060$6,629,0000.53%
PINNACLE FINANCIAL PARTNERS INC 36,444$1,334,0000.42%
ALBION FINANCIAL GROUP /UT 65,168$2,386,0000.40%
TWO SIGMA SECURITIES, LLC 6,129$224,0000.37%
View complete list of ISHARES TR shareholders