Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 208 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$6,417
-36.4%
276
-35.2%
0.00%
Q1 2024$10,088
-24.2%
426
-25.0%
0.00%
Q4 2023$13,308
-8.0%
568
-16.8%
0.00%
-100.0%
Q3 2023$14,459
-22.1%
683
-15.5%
0.00%0.0%
Q2 2023$18,560
-44.1%
808
-44.2%
0.00%0.0%
Q1 2023$33,226
+97623.5%
1,449
-2.2%
0.00%
-50.0%
Q4 2022$34
-99.9%
1,4810.0%0.00%0.0%
Q3 2022$32,000
-95.9%
1,481
-95.5%
0.00%
-93.8%
Q2 2022$788,000
+1508.2%
32,570
+1827.2%
0.03%
+3100.0%
Q1 2022$49,000
+14.0%
1,690
+19.9%
0.00%0.0%
Q4 2021$43,000
+760.0%
1,410
+605.0%
0.00%
Q3 2021$5,000
+66.7%
200
+60.0%
0.00%
Q2 2021$3,000
-93.2%
125
-93.3%
0.00%
-100.0%
Q1 2021$44,0001,8640.00%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Wilshire Advisors LLC 520,568$11,071,0006.34%
COOPER/HAIMS ADVISORS, LLC 328,634$6,990,0005.79%
Gunma Bank,Ltd. 420,000$8,933,0005.45%
Morton Brown Family Wealth, LLC 299,102$6,362,0005.07%
Lester Murray Antman dba SimplyRich 405,096$8,616,0003.88%
VIEWPOINT INVESTMENT PARTNERS CORP 148,700$3,163,0003.77%
Boston Standard Wealth Management, LLC 424,408$9,027,000,0003.03%
Oakwell Private Wealth Management, LLC 255,285$5,430,0003.01%
Drake & Associates, LLC 247,948$5,274,0003.00%
Klaas Financial Asset Advisors, LLC 541,748$11,523,0002.93%
View complete list of ISHARES TR shareholders