Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is INDA and the CUSIP is 46429B598. A total of 418 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.11 and the average weighting 0.4%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$10,480
+1.6%
237
+0.4%
0.00%
Q2 2023$10,313
-78.8%
236
-80.9%
0.00%
-100.0%
Q1 2023$48,649
+89990.7%
1,236
-4.9%
0.00%
-33.3%
Q4 2022$54
-99.9%
1,3000.0%0.00%0.0%
Q3 2022$53,000
+3.9%
1,3000.0%0.00%
+50.0%
Q2 2022$51,000
-12.1%
1,3000.0%0.00%0.0%
Q1 2022$58,000
-14.7%
1,300
-12.3%
0.00%0.0%
Q4 2021$68,000
+7.9%
1,482
+14.0%
0.00%0.0%
Q3 2021$63,000
+8.6%
1,3000.0%0.00%0.0%
Q2 2021$58,000
+20.8%
1,300
+14.5%
0.00%
+100.0%
Q1 2021$48,0001,1350.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Euclidean Capital LLC 4,850,288$214,479,73623.40%
Glovista Investments LLC 554,048$24,639,06914.62%
Virtus Fund Advisers, LLC 40,789$1,803,69012.78%
SUN LIFE FINANCIAL INC 2,426,800$107,3137.90%
Lake Hills Wealth Management, LLC 158,106$6,991,4477.08%
Rice Partnership, LLC 492,523$21,779,3676.16%
PEAK FINANCIAL ADVISORS LLC 119,340$5,277,2155.70%
Watershed Asset Management, L.L.C. 100,000$4,422,0005.21%
PRIMORIS WEALTH ADVISORS, LLC 89,267$3,947,3854.77%
INTREPID FAMILY OFFICE LLC 50,000$2,211,0003.54%
View complete list of ISHARES TR shareholders