Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is SIZE and the CUSIP is 46432F370. A total of 76 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$94,374
+310.3%
804
+290.3%
0.00%
+300.0%
Q2 2022$23,000
-57.4%
206
-50.0%
0.00%0.0%
Q1 2022$54,000
-5.3%
4120.0%0.00%0.0%
Q4 2021$57,000
+7.5%
4120.0%0.00%0.0%
Q3 2021$53,0000.0%4120.0%0.00%0.0%
Q2 2021$53,000
+8.2%
4120.0%0.00%0.0%
Q1 2021$49,0004120.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Trinity Wealth Management, LLC 107,041$12,564,4337.79%
G&S Capital LLC 8,876$1,041,8920.53%
CLIENT 1ST ADVISORY GROUP, LLC 3,971$466,1160.25%
BCGM Wealth Management, LLC 3,187$374,0700.17%
TKG Advisors, LLC 2,021$237,2240.16%
Bison Wealth, LLC 5,055$593,3220.12%
MA Private Wealth 3,218$377,7520.09%
Keystone Financial Group 4,382$514,3580.09%
Wharton Business Group, LLC 12,810$1,5040.08%
Cypress Wealth Services, LLC 1,903$223,3630.06%
View complete list of ISHARES TR shareholders