Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 197 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.26 and the average weighting 0.1%.

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 Q3 2023
NameSharesValueWeighting ↓
XPONANCE, INC. 97,440$12,410,0004.57%
MinichMacGregor Wealth Management, LLC 24,757$3,153,0002.98%
SPC Financial, Inc. 60,819$7,747,0002.80%
Spruce Investment Advisors LLC 22,438$2,858,0001.62%
BerganKDV Wealth Management, LLC 40,389$5,009,0001.25%
HRT FINANCIAL LP 14,878$1,895,0001.15%
VICUS CAPITAL 30,717$3,912,0000.95%
Mirae Asset Global Investments Co., Ltd. 267,764$34,105,0000.88%
Glassman Wealth Services 7,400$943,0000.81%
Wharton Business Group, LLC 49,820$6,346,0000.75%
View complete list of ISHARES TR shareholders