Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 102 filers reported holding ISHARES TR in Q3 2021. 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
Q2 2022$84,000
-12.5%
3,561
+2.3%
0.00%0.0%
Q1 2022$96,000
-4.0%
3,481
+0.6%
0.00%
+50.0%
Q4 2021$100,000
-32.9%
3,461
-32.7%
0.00%
-50.0%
Q3 2021$149,000
-3.9%
5,1420.0%0.00%0.0%
Q2 2021$155,000
+7.6%
5,142
+2.2%
0.00%0.0%
Q1 2021$144,0005,0300.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Strategic Financial Services, Inc, 4,941,912$141,882,00011.98%
MERIDIAN MANAGEMENT CO 936,142$26,877,0008.36%
BALASA DINVERNO & FOLTZ LLC 2,071,000$59,458,0004.77%
Clearwater Capital Advisors, LLC 1,105,054$31,726,0003.97%
Wade Financial Advisory, Inc 215,452$6,186,0003.91%
RHS Financial, LLC 159,823$4,589,0003.83%
Callan Capital, LLC 636,630$18,278,0003.32%
Beirne Wealth Consulting Services, LLC 156,198$4,484,0002.63%
Keebeck Wealth Management, LLC 480,305$13,790,0002.14%
LINCOLN CAPITAL CORP 117,383$3,370,0002.10%
View complete list of ISHARES TR shareholders