Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IGLB and the CUSIP is 464289511. A total of 133 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.23 and the average weighting 0.5%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$151,225
-4.4%
3,208
+4.5%
0.01%0.0%
Q2 2023$158,259
-0.1%
3,070
+1.6%
0.01%0.0%
Q1 2023$158,375
+3167400.0%
3,023
+2806.7%
0.01%
Q4 2022$5
-100.0%
104
-83.4%
0.00%
-100.0%
Q3 2022$30,000
-82.6%
627
-80.6%
0.00%
-71.4%
Q2 2022$172,000
-56.6%
3,226
-50.0%
0.01%
-36.4%
Q1 2022$396,000
-11.8%
6,4520.0%0.01%
+10.0%
Q4 2021$449,000
+0.4%
6,4520.0%0.01%
-16.7%
Q3 2021$447,000
-8.0%
6,452
-6.7%
0.01%
-7.7%
Q2 2021$486,000
+5.4%
6,9180.0%0.01%
+8.3%
Q1 2021$461,0006,9180.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Kemper Corp Master Retirement Trust 1,214,973$81,002,00043.65%
NYL Investors LLC 631,600$42,109,0005.38%
Allianz Investment Management U.S. LLC 1,470,000$98,005,0004.79%
AGILIS PARTNERS LLC 122,007$8,134,0003.70%
Carolina Wealth Advisors, LLC 50,275$3,352,0002.45%
Copperleaf Capital, LLC 29,100$1,940,0002.07%
Spectrum Planning & Advisory Services Inc. 26,698$1,780,0001.83%
Lineweaver Wealth Advisors, LLC 75,600$5,040,0001.79%
Cardinal Strategic Wealth Guidance 41,281$2,752,0001.61%
VIVID FINANCIAL MANAGEMENT, INC. 46,981$3,132,0001.44%
View complete list of ISHARES TR shareholders