Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is INDY and the CUSIP is 464289529. A total of 85 filers reported holding ISHARES TR in Q3 2023. 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$38,412
-53.9%
850
-54.1%
0.00%
-66.7%
Q2 2023$83,324
+138.5%
1,850
+117.6%
0.00%
+200.0%
Q1 2023$34,944
-0.2%
8500.0%0.00%0.0%
Q2 2022$35,000
-10.3%
8500.0%0.00%0.0%
Q1 2022$39,000
-2.5%
8500.0%0.00%0.0%
Q4 2021$40,000
-9.1%
8500.0%0.00%0.0%
Q3 2021$44,000
+10.0%
8500.0%0.00%0.0%
Q2 2021$40,000
+5.3%
8500.0%0.00%0.0%
Q1 2021$38,0008500.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Sequent Asset Management, LLC 80,141$3,076,0002.22%
Somerset Capital Management LLP 255,249$9,777,0002.14%
State of Tennessee, Treasury Department 5,522,943$212,026,0001.05%
Curbstone Financial Management Corp 73,570$2,824,0000.74%
Psagot Value Holdings Ltd. 404,277$15,520,0000.63%
BAROMETER CAPITAL MANAGEMENT INC. 95,900$3,682,0000.48%
NewSquare Capital LLC 48,944$1,879,0000.34%
CARRET ASSET MANAGEMENT, LLC 35,175$1,350,0000.21%
WESTWOOD HOLDINGS GROUP INC 459,297$17,632,0000.19%
Beaumont Financial Partners, LLC 44,726$1,717,0000.18%
View complete list of ISHARES TR shareholders