Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 146 filers reported holding ISHARES TR in Q3 2023. 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$532,848
-38.4%
15,690
-36.0%
0.02%
-37.5%
Q2 2023$864,367
+0.8%
24,5280.0%0.03%
-3.0%
Q1 2023$857,499
+280128.4%
24,528
+169.0%
0.03%
+94.1%
Q4 2022$306
-100.0%
9,119
-87.2%
0.02%
-83.3%
Q2 2022$2,472,000
+20.2%
71,508
+31.0%
0.10%
+85.5%
Q1 2022$2,056,000
-5.7%
54,587
+0.1%
0.06%
+14.6%
Q4 2021$2,181,000
+1.3%
54,5120.0%0.05%
-15.8%
Q3 2021$2,153,000
-8.6%
54,512
-7.9%
0.06%
-10.9%
Q2 2021$2,356,000
+136.1%
59,185
-9.4%
0.06%
+137.0%
Q1 2021$998,00065,3020.03%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Weaver Consulting Group 361,270$13,999,0008.73%
Curran Financial Partners, LLC 163,027$6,317,0005.41%
Madrona Financial Services, LLC 153,820$5,961,0003.33%
Thrive Capital Management, LLC 79,515$3,081,0003.28%
Peregrine Asset Advisers, Inc. 142,732$5,531,0002.58%
STRINGER ASSET MANAGEMENT, LLC 34,667$1,343,0001.41%
RDA Financial Network 70,590$2,735,0001.23%
ARQ WEALTH ADVISORS, LLC 39,128$1,516,0000.95%
Darwin Wealth Management, LLC 127,035$4,922,0000.92%
RESTON WEALTH MANAGEMENT LLC 41,822$1,621,0000.92%
View complete list of ISHARES TR shareholders