Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 157 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.68 and the average weighting 0.1%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,839
-5.3%
1270.0%0.00%
Q2 2023$2,999
+8.1%
1270.0%0.00%
Q1 2023$2,775
-99.6%
127
-99.5%
0.00%
-100.0%
Q2 2022$701,000
+240.3%
26,226
+316.0%
0.03%
+383.3%
Q1 2022$206,000
-5.5%
6,3050.0%0.01%
+20.0%
Q4 2021$218,000
-4.4%
6,3050.0%0.01%
-16.7%
Q3 2021$228,000
-2.6%
6,3050.0%0.01%0.0%
Q2 2021$234,000
+0.4%
6,305
-4.5%
0.01%0.0%
Q1 2021$233,0006,6050.01%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Flaharty Asset Management, LLC 489,728$15,999,0002.94%
Safeguard Investment Advisory Group, LLC 30,545$997,0000.68%
BDO Wealth Advisors, LLC 169,935$5,552,0000.59%
Future Financial Wealth Managment LLC 15,446$505,0000.42%
Samalin Investment Counsel, LLC 20,899$683,0000.41%
EVERGREEN CAPITAL MANAGEMENT LLC 308,267$10,071,0000.41%
VisionPoint Advisory Group, LLC 27,216$796,0000.37%
HCR Wealth Advisors 61,560$2,011,0000.33%
SEAVIEW INVESTMENT MANAGERS LLC 28,200$921,0000.31%
Harvest Investment Services, LLC 12,778$417,0000.25%
View complete list of ISHARES TR shareholders