Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 204 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.13 and the average weighting 0.2%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$72,177
-3.8%
2930.0%0.00%0.0%
Q2 2023$75,022
+3.5%
2930.0%0.00%0.0%
Q1 2023$72,487
+517664.3%
293
+463.5%
0.00%
+200.0%
Q4 2022$14
-99.9%
520.0%0.00%0.0%
Q3 2022$13,000
-95.2%
52
-95.1%
0.00%
-90.9%
Q2 2022$272,000
-21.8%
1,065
-13.3%
0.01%
+22.2%
Q1 2022$348,000
-7.2%
1,229
-4.9%
0.01%
+12.5%
Q4 2021$375,000
+19.4%
1,293
+5.4%
0.01%0.0%
Q3 2021$314,000
+0.3%
1,227
+4.5%
0.01%0.0%
Q2 2021$313,000
+0.3%
1,174
-5.2%
0.01%0.0%
Q1 2021$312,0001,2380.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Gruss & Co., LLC 2,000$533,0001.93%
Ayalon Insurance Comp Ltd. 19,393$5,204,0001.73%
Rothschild Capital Partners, LLC 20,199$5,382,0001.72%
Wharton Business Group, LLC 66,570$17,738,0001.38%
MARTIN & CO INC /TN/ 18,410$4,906,0001.22%
FMA ADVISORY INC 12,310$3,280,0001.22%
Aveo Capital Partners, LLC 16,140$4,301,0000.95%
Terra Nova Asset Management LLC 3,666$977,0000.84%
ASSETMARK, INC 586,040$156,156,0000.72%
Carl P. Sherr & Co., LLC 3,465$923,0000.64%
View complete list of ISHARES TR shareholders