Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 230 filers reported holding ISHARES TR in Q2 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 Q2 2022
NameSharesValueWeighting ↓
Bank of Finland 8,461,450$571,656,00033.37%
TFC Financial Management, Inc. 1,049,019$70,872,00021.51%
WIPFLI FINANCIAL ADVISORS LLC, 2,459,164$166,141,089,00019.06%
Heritage Financial Services, LLC 184,066$12,435,0009.74%
Rock Creek Group, LP 575,236$38,859,0005.78%
Capital Asset Advisory Services LLC 750,989$50,798,0005.39%
Vantage Financial Partners, LLC 197,141$13,319,0005.21%
Divergent Wealth Advisors 303,242$20,487,0004.15%
BUCKINGHAM STRATEGIC PARTNERS, LLC 246,561$16,660,0003.48%
CarsonAllaria Wealth Management, Ltd. 58,074$3,924,0003.47%
View complete list of ISHARES TR shareholders