Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 584 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,828,871
-48.0%
128,352
-46.0%
0.11%
-46.3%
Q2 2023$5,442,195
-6.6%
237,650
-4.7%
0.20%
-11.5%
Q1 2023$5,827,935
+169415.3%
249,270
+64.7%
0.23%
+17.6%
Q4 2022$3,438
-99.9%
151,332
-41.5%
0.19%
-46.1%
Q3 2022$5,888,000
-43.3%
258,687
-40.4%
0.36%
-16.4%
Q2 2022$10,380,000
-35.4%
434,305
-32.2%
0.43%
-0.5%
Q1 2022$16,075,000
+14.5%
640,897
+21.8%
0.43%
+38.3%
Q4 2021$14,038,000
+7.9%
526,168
+7.3%
0.31%
-9.9%
Q3 2021$13,014,000
-9.9%
490,468
-9.7%
0.34%
-11.8%
Q2 2021$14,450,000
+11.9%
542,896
+9.2%
0.39%
+13.7%
Q1 2021$12,919,000497,0640.34%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 534,175$11,773,22418.39%
Hoese & Co LLP 765,533$16,864,57617.28%
Heirloom Wealth Management 1,591,598$35,078,82015.59%
Nationwide Fund Advisors 5,761,302$126,979,09613.88%
Fund Evaluation Group, LLC 5,855,554$129,05611.47%
ERTS Wealth Advisors, LLC 2,119,842$46,721,31511.25%
Crane Advisory, LLC 1,895,834$41,641,99510.44%
COOK WEALTH MANAGEMENT GROUP LLC 620,159$13,519,46610.37%
ACCESS FINANCIAL SERVICES, INC. 757,595$16,697,39410.00%
Spectrum Asset Management, Inc. (NB/CA) 785,340$17,308,9009.09%
View complete list of ISHARES TR shareholders