Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 108 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$60,223
-1.2%
3400.0%0.00%0.0%
Q2 2023$60,948
+1.4%
340
-0.9%
0.00%0.0%
Q1 2023$60,100
+150150.0%
343
+59.5%
0.00%0.0%
Q4 2022$40
-99.9%
2150.0%0.00%0.0%
Q3 2022$36,000
-42.9%
215
-35.0%
0.00%
-33.3%
Q2 2022$63,000
-27.6%
331
-25.8%
0.00%
+50.0%
Q1 2022$87,000
-2.2%
446
+0.2%
0.00%0.0%
Q4 2021$89,000
+9.9%
445
+0.5%
0.00%0.0%
Q3 2021$81,000
-2.4%
443
-0.7%
0.00%0.0%
Q2 2021$83,000
+5.1%
446
+0.5%
0.00%0.0%
Q1 2021$79,0004440.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
CHEMUNG CANAL TRUST CO 18,392$3,118,0000.78%
Financial Management Professionals, Inc. 15,147$2,568,0000.59%
CAHILL FINANCIAL ADVISORS INC 7,057$1,197,0000.25%
Family Firm, Inc. 3,858$654,0000.21%
AFT, FORSYTH & COMPANY, INC. 1,344$228,0000.20%
Asset Management Group, Inc. 4,040$685,0000.17%
MBL Wealth, LLC 3,082$5230.11%
Institute for Wealth Management, LLC. 2,871$487,0000.11%
Raab & Moskowitz Asset Management LLC 1,537$260,0000.11%
PATTEN & PATTEN INC/TN 5,978$1,014,0000.10%
View complete list of ISHARES TR shareholders