Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 332 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$379,533
-0.6%
7,511
-0.5%
0.01%
+85.7%
Q1 2024$381,741
-3.4%
7,550
-3.5%
0.01%
-46.2%
Q4 2023$395,147
-39.5%
7,822
-39.7%
0.01%
-48.0%
Q3 2023$653,018
+77.7%
12,962
+77.5%
0.02%
+78.6%
Q2 2023$367,396
-0.1%
7,304
-0.2%
0.01%0.0%
Q1 2023$367,727
+143543.4%
7,318
+43.2%
0.01%0.0%
Q4 2022$256
-99.9%
5,111
+0.4%
0.01%
-6.7%
Q3 2022$255,000
-46.3%
5,090
-46.4%
0.02%
-25.0%
Q2 2022$475,000
-31.0%
9,493
-30.8%
0.02%
+11.1%
Q1 2022$688,000
+27.6%
13,709
+28.0%
0.02%
+50.0%
Q4 2021$539,000
-1.3%
10,706
-1.0%
0.01%
-14.3%
Q3 2021$546,000
-8.4%
10,816
-8.3%
0.01%
-12.5%
Q2 2021$596,000
-13.4%
11,789
-13.5%
0.02%
-11.1%
Q1 2021$688,00013,6270.02%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
ACUTE INVESTMENT ADVISORY, LLC 840,540$42,346,40525.44%
Tempus Wealth Planning, LLC 695,089$35,018,60717.56%
Braun-Bostich & Associates Inc. 119,192$6,004,89311.20%
TFB Advisors LLC 134,270$6,764,5238.22%
Capital Advantage, Inc. 741,437$37,353,5918.01%
SIGNATUREFD, LLC 5,557,959$280,009,9507.29%
WIN ADVISORS, INC 266,749$13,438,8326.58%
Winthrop Advisory Group LLC 745,060$37,536,1446.16%
Diversified Portfolios, Inc. 635,087$31,995,6596.04%
Cynosure Group, LLC 369,524$18,616,5855.71%
View complete list of ISHARES TR shareholders