Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 325 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$243,891
-70.6%
9,834
-69.9%
0.01%
-71.0%
Q2 2023$828,965
-2.1%
32,675
-2.5%
0.03%
-6.1%
Q1 2023$846,999
+122122.1%
33,518
+19.1%
0.03%
-15.4%
Q4 2022$693
-99.9%
28,144
-37.9%
0.04%
-40.9%
Q3 2022$1,083,000
-67.8%
45,311
-66.8%
0.07%
-52.5%
Q2 2022$3,365,000
-40.4%
136,670
-32.4%
0.14%
-7.9%
Q1 2022$5,643,000
+2.3%
202,129
+9.9%
0.15%
+23.8%
Q4 2021$5,515,000
+71.5%
184,003
+72.4%
0.12%
+43.5%
Q3 2021$3,215,000
+38.9%
106,748
+38.2%
0.08%
+34.9%
Q2 2021$2,315,000
+83.9%
77,266
+79.5%
0.06%
+90.9%
Q1 2021$1,259,00043,0490.03%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
ESL Trust Services, LLC 980,911$24,150,0008.35%
KRAEMATON INVESTMENT ADVISORS, INC 145,857$3,591,0004.16%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 497,988$12,260,0003.79%
CLIENT 1ST ADVISORY GROUP, LLC 257,106$6,330,0003.77%
Intelligence Driven Advisers, LLC 659,130$16,208,0003.18%
Lineweaver Wealth Advisors, LLC 384,422$9,464,0003.12%
Copperleaf Capital, LLC 124,450$3,064,0003.10%
Tri-Star Advisors Inc. 253,588$6,274,0003.03%
Insight Wealth Partners, LLC 150,895$3,715,0002.79%
Horst & Graben Wealth Management LLC 391,894$9,648,0002.62%
View complete list of ISHARES TR shareholders