Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 215 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$169,774
-78.8%
4,361
-78.0%
0.01%
-80.0%
Q2 2023$802,037
-0.7%
19,847
-2.1%
0.03%
-3.2%
Q1 2023$807,748
+103060.7%
20,265
-1.6%
0.03%
-29.5%
Q4 2022$783
-99.9%
20,600
-2.3%
0.04%
-6.4%
Q3 2022$772,000
-10.6%
21,081
-4.9%
0.05%
+30.6%
Q2 2022$864,000
-21.0%
22,167
-12.9%
0.04%
+24.1%
Q1 2022$1,093,000
-8.2%
25,439
-2.8%
0.03%
+11.5%
Q4 2021$1,190,000
+17.7%
26,161
+16.7%
0.03%
-3.7%
Q3 2021$1,011,000
+10.5%
22,423
+17.3%
0.03%
+8.0%
Q2 2021$915,000
+22.0%
19,115
+11.0%
0.02%
+25.0%
Q1 2021$750,00017,2200.02%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Weaver Consulting Group 184,080$7,952,0004.96%
IronBridge Private Wealth, LLC 115,465$4,988,0003.69%
RESTON WEALTH MANAGEMENT LLC 130,445$5,635,0003.20%
Beacon Financial Advisory LLC 107,915$4,661,0003.03%
TIEDEMANN ADVISORS, LLC 1,408,391$60,839,0002.94%
ARQ WEALTH ADVISORS, LLC 107,906$4,662,0002.93%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 173,998$7,517,0002.85%
Thrive Capital Management, LLC 57,340$2,477,0002.64%
FURE FINANCIAL CORP 71,088$3,071,0002.18%
Trilogy Capital Inc. 532,533$23,005,0001.88%
View complete list of ISHARES TR shareholders