Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 191 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 26.50 and the average weighting 0.2%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$356,023
-8.4%
3,5570.0%0.01%0.0%
Q2 2023$388,744
-13.1%
3,557
-16.9%
0.01%
-17.6%
Q1 2023$447,375
+132652.2%
4,281
+37.1%
0.02%
-10.5%
Q4 2022$337
-99.9%
3,123
+12.8%
0.02%
+11.8%
Q3 2022$286,000
-39.8%
2,769
-39.4%
0.02%
-15.0%
Q2 2022$475,000
-47.9%
4,571
-35.4%
0.02%
-16.7%
Q1 2022$912,000
-9.2%
7,073
-1.5%
0.02%
+9.1%
Q4 2021$1,004,000
-24.9%
7,182
-26.5%
0.02%
-37.1%
Q3 2021$1,337,000
-64.4%
9,765
-60.3%
0.04%
-65.7%
Q2 2021$3,752,000
+329.8%
24,585
+205.8%
0.10%
+343.5%
Q1 2021$873,0008,0400.02%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
ARKANSAS FINANCIAL GROUP, INC. 104,991$9,499,0002.79%
Schoolcraft Capital LLC 63,204$5,718,0862.69%
One Capital Management, LLC 187,381$16,952,0002.31%
Efficient Advisors, LLC 132,875$12,021,0002.21%
MD Financial Management Inc. 599,658$54,251,0002.19%
Harborview Advisors, LLC 28,571$2,585,0001.97%
Regal Investment Advisors LLC 17,771$1,608,0001.90%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 212,169$19,195,0001.84%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 40,531$3,667,0001.39%
DOWLING & YAHNKE LLC 127,615$11,545,0000.93%
View complete list of ISHARES TR shareholders