Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 157 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$194,688
-0.2%
7,677
+0.2%
0.01%0.0%
Q2 2023$195,048
+1.9%
7,664
-0.8%
0.01%0.0%
Q1 2023$191,428
+1007415.8%
7,722
+846.3%
0.01%
+600.0%
Q4 2022$19
-99.9%
816
-4.0%
0.00%0.0%
Q3 2022$17,000
-87.9%
850
-86.5%
0.00%
-83.3%
Q2 2022$140,000
-13.6%
6,300
-1.1%
0.01%
+50.0%
Q1 2022$162,0000.0%6,3700.0%0.00%0.0%
Q4 2021$162,0000.0%6,370
+1.1%
0.00%0.0%
Q3 2021$162,000
-0.6%
6,3000.0%0.00%0.0%
Q2 2021$163,000
+2.5%
6,3000.0%0.00%0.0%
Q1 2021$159,0006,3000.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Valued Wealth Advisors LLC 29,349$744,2880.69%
Dentgroup LLC 12,471$330,6110.29%
CGN Advisors LLC 16,626$440,7550.06%
Versant Capital Management, Inc 2,087$55,3260.02%
Global Wealth Strategies & Associates 0$00.00%
View complete list of ISHARES TR shareholders