Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 54 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.23 and the average weighting 0.0%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$42,000
-35.4%
3,086
-27.7%
0.00%
-50.0%
Q2 2021$65,000
+14.0%
4,270
+0.1%
0.00%0.0%
Q1 2021$57,0004,2660.00%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Occidental Asset Management, LLC 43,910$952,0000.43%
BOSTON RESEARCH & MANAGEMENT INC 35,070$760,0000.31%
Family Firm, Inc. 20,785$451,0000.16%
FRONT BARNETT ASSOCIATES LLC 37,484$813,0000.14%
Private Wealth Advisors, Inc. 14,213$308,0000.11%
Virtu Financial LLC 64,194$1,392,0000.08%
Tower Research Capital LLC (TRC) 33,474$726,0000.05%
Cannell & Spears LLC 15,300$332,0000.04%
Next Capital Management LLC 1,840$40,0000.03%
Laurel Wealth Advisors LLC 3,300$72,0000.02%
View complete list of ISHARES TR shareholders