Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 222 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$204,958
+13.4%
3,517
+18.9%
0.01%
+14.3%
Q2 2023$180,780
+2.2%
2,958
+1.1%
0.01%0.0%
Q1 2023$176,952
+86218.0%
2,926
-20.2%
0.01%
-41.7%
Q4 2022$205
-99.8%
3,666
+65.5%
0.01%
+100.0%
Q3 2022$107,000
-24.1%
2,215
-15.8%
0.01%0.0%
Q2 2022$141,000
-27.7%
2,632
-14.3%
0.01%
+20.0%
Q1 2022$195,000
+124.1%
3,070
+139.5%
0.01%
+150.0%
Q4 2021$87,000
+135.1%
1,282
+128.5%
0.00%
+100.0%
Q3 2021$37,000
-2.6%
5610.0%0.00%0.0%
Q2 2021$38,0005610.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Bank of Finland 8,471,570$539,046,00033.11%
TFC Financial Management, Inc. 1,072,650$68,253,00019.47%
WIPFLI FINANCIAL ADVISORS LLC, 2,579,866$164,156,891,00016.57%
AAF Wealth Management, LLC 271,414$17,350,00011.40%
Heritage Financial Services, LLC 185,121$11,779,0007.70%
Trust Co 572,922$36,455,0007.11%
Global Strategic Investment Solutions, LLC 1,634,141$103,980,0006.50%
Capital Asset Advisory Services LLC 845,952$53,828,0005.73%
MCF Advisors LLC 941,651$59,917,0005.63%
ARROW FINANCIAL CORP 648,259$41,249,0004.94%
View complete list of ISHARES TR shareholders