Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 529 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.6%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$285,703
-17.2%
4,381
-14.2%
0.01%
-15.4%
Q2 2023$344,884
-0.5%
5,109
-0.3%
0.01%0.0%
Q1 2023$346,504
+103026.2%
5,122
-3.0%
0.01%
-31.6%
Q4 2022$336
-99.9%
5,281
-3.7%
0.02%0.0%
Q3 2022$313,000
-80.7%
5,482
-78.5%
0.02%
-71.6%
Q2 2022$1,618,000
-29.3%
25,550
-19.5%
0.07%
+9.8%
Q1 2022$2,290,000
-3.5%
31,745
+2.7%
0.06%
+15.1%
Q4 2021$2,373,000
+9.3%
30,907
+7.2%
0.05%
-8.6%
Q3 2021$2,171,000
-16.4%
28,819
-21.6%
0.06%
-17.1%
Q2 2021$2,597,000
-7.1%
36,762
-2.7%
0.07%
-5.4%
Q1 2021$2,796,00037,7680.07%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Miracle Mile Advisors, LLC 397,705$25,966,00017.48%
Merriman Wealth Management, LLC 94,151$6,354,00012.66%
Cordasco Financial Network 209,100$13,652,00010.72%
LVZ, Inc. 262,664$17,743,0009.86%
Roof Eidam Maycock Peralta, LLC 134,973$8,812,0007.27%
Estate Counselors, LLC 275,210$17,968,0006.24%
STRINGER ASSET MANAGEMENT, LLC 65,613$4,284,0004.48%
NOTTINGHAM ADVISORS, INC. 307,851$20,100,0003.31%
FOSTER & MOTLEY INC 226,504$14,788,0003.25%
MV CAPITAL MANAGEMENT, INC. 107,312$7,006,0002.84%
View complete list of ISHARES TR shareholders