Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 197 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$77,857
+904.1%
3,578
+949.3%
0.00%
Q2 2023$7,754
+30.1%
341
+31.7%
0.00%
Q1 2023$5,961
+19.2%
259
+19.9%
0.00%
Q3 2022$5,0000.0%2160.0%0.00%
Q2 2022$5,000
-54.5%
216
-49.8%
0.00%
Q1 2022$11,000
-8.3%
4300.0%0.00%
Q4 2021$12,0000.0%4300.0%0.00%
Q3 2021$12,0000.0%4300.0%0.00%
Q2 2021$12,0004300.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
IMPACTfolio, LLC 312,835$6,814,0006.65%
Long Run Wealth Advisors, LLC 120,104$2,616,0001.04%
Fingerlakes Wealth Management, Inc. 27,894$608,0000.89%
Tempus Wealth Planning, LLC 39,393$858,0000.57%
Level Financial Advisors 30,278$659,0000.49%
Topel & Distasi Wealth Management, LLC 37,145$817,0000.45%
First Affirmative Financial Network 13,447$293,0000.37%
Horst & Graben Wealth Management LLC 59,137$1,288,0000.36%
CWM, LLC 2,104,687$45,840,0000.36%
Klaas Financial Asset Advisors, LLC 61,959$1,349,0000.34%
View complete list of ISHARES TR shareholders