Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 387 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,231,518
-8.5%
12,707
-7.8%
0.05%
-6.0%
Q2 2023$1,345,446
-6.5%
13,785
-5.0%
0.05%
-10.7%
Q1 2023$1,439,549
+127406.6%
14,507
+24.6%
0.06%
-12.5%
Q4 2022$1,129
-99.8%
11,643
+63.7%
0.06%
+52.4%
Q3 2022$684,000
-77.4%
7,114
-76.1%
0.04%
-66.4%
Q2 2022$3,024,000
-25.7%
29,813
-23.2%
0.12%
+14.7%
Q1 2022$4,072,000
+38.5%
38,802
+39.7%
0.11%
+67.7%
Q4 2021$2,941,000
-1.2%
27,773
-1.5%
0.06%
-17.7%
Q3 2021$2,978,000
-8.0%
28,188
-7.5%
0.08%
-10.2%
Q2 2021$3,238,000
+111.4%
30,459
+60.2%
0.09%
+114.6%
Q1 2021$1,532,00019,0140.04%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Quaker Wealth Management, LLC 76,913$8,124,0009.32%
ALTFEST L J & CO INC 409,587$43,265,0009.06%
SCHRODERS IS Ltd 277,800$29,344,0008.92%
3EDGE Asset Management, LP 1,063,785$112,368,0008.86%
KEATING INVESTMENT COUNSELORS INC 167,985$17,744,0008.30%
KEYSTONE WEALTH PARTNERS 139,383$14,723,0008.12%
Deane Retirement Strategies, Inc. 131,822$13,924,0007.79%
LWS Wealth Advisors, Inc. 166,127$17,548,0007.69%
First Command Bank 409,117$43,215,0007.42%
First Command Financial Services, Inc. 409,117$43,215,0007.42%
View complete list of ISHARES TR shareholders