Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 347 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$928
-97.2%
20
-97.2%
0.00%
-100.0%
Q2 2023$33,581
+408.6%
720
+414.3%
0.00%
Q1 2023$6,602
+330000.0%
140
+250.0%
0.00%
Q4 2022$2
-100.0%
40
-97.2%
0.00%
-100.0%
Q3 2022$66,000
-96.7%
1,425
-96.7%
0.00%
-95.2%
Q2 2022$2,024,000
+57.1%
42,702
+60.6%
0.08%
+144.1%
Q1 2022$1,288,000
-4.0%
26,5830.0%0.03%
+13.3%
Q4 2021$1,341,000
-1.1%
26,583
+0.1%
0.03%
-16.7%
Q3 2021$1,356,000
-0.4%
26,545
+0.0%
0.04%
-2.7%
Q2 2021$1,361,000
+0.4%
26,544
-37.5%
0.04%
+2.8%
Q1 2021$1,356,00042,4720.04%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
McClarren Financial Advisors, Inc. 575,285$29,379,00022.89%
INVESTMENT SECURITY GROUP INC /CO/ /ADV 723,797$36,964,00014.67%
Old North State Trust, LLC 315,716$16,124,00014.37%
Klaas Financial Asset Advisors, LLC 1,132,457$57,835,00014.11%
IRONWOOD WEALTH MANAGEMENT, INC. 370,479$18,920,00014.03%
Wilshire Advisors LLC 101,857$5,202,00013.85%
Prosperity Planning, Inc. 476,736$24,347,00013.28%
Campbell Wealth Management 1,467,934$74,967,00010.04%
Hudson Capital Management LLC 426,906$21,802,0008.73%
Courage Miller Partners, LLC 410,648$20,972,0008.43%
View complete list of ISHARES TR shareholders