Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 313 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.13 and the average weighting 0.2%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$518,514
-0.8%
6,987
+2.1%
0.02%
+5.3%
Q2 2023$522,570
+11.0%
6,844
+5.5%
0.02%
+5.6%
Q1 2023$470,943
+73600.0%
6,485
-29.5%
0.02%
-50.0%
Q4 2022$639
-99.9%
9,200
+28.2%
0.04%
+20.0%
Q3 2022$494,000
-29.1%
7,175
-28.6%
0.03%
+3.4%
Q2 2022$697,000
+42.5%
10,054
+70.6%
0.03%
+123.1%
Q1 2022$489,000
+194.6%
5,893
+216.1%
0.01%
+225.0%
Q4 2021$166,000
-79.2%
1,864
-76.8%
0.00%
-81.0%
Q3 2021$800,000
-9.5%
8,021
-7.5%
0.02%
-12.5%
Q2 2021$884,000
+2948.3%
8,671
+2800.0%
0.02%
+2300.0%
Q1 2021$29,0002990.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
MCMORGAN & CO LLC 177,591$12,318,0002.76%
Aspire Wealth Management Corp 42,769$2,966,0002.73%
Buttonwood Financial Group, LLC 36,808$2,506,0002.45%
Stewardship Advisors, LLC 80,473$5,582,0002.34%
AIRE ADVISORS, LLC 70,037$4,859,0001.73%
Future Financial Wealth Managment LLC 20,836$1,736,0001.70%
Sanford Advisory Services, LLC 84,140$5,836,0001.65%
LPWM LLC 40,348$2,860,0001.60%
Provident Wealth Management, LLC 34,486$2,392,0001.52%
ONE Advisory Partners, LLC 27,555$1,911,0001.27%
View complete list of ISHARES TR shareholders