Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 383 filers reported holding ISHARES TR in Q2 2021. 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
Q2 2024$98,607
-56.3%
1,252
-55.7%
0.00%
-25.0%
Q1 2024$225,740
+8.1%
2,825
+0.4%
0.00%
-42.9%
Q4 2023$208,804
-20.1%
2,813
-25.6%
0.01%
-30.0%
Q3 2023$261,321
-26.4%
3,780
-22.3%
0.01%
-23.1%
Q2 2023$354,960
+34.7%
4,867
+32.7%
0.01%
+30.0%
Q1 2023$263,559
+346688.2%
3,669
+218.5%
0.01%
+150.0%
Q4 2022$76
-99.9%
1,152
-26.9%
0.00%
-20.0%
Q3 2022$89,000
-59.0%
1,577
-54.4%
0.01%
-44.4%
Q2 2022$217,000
-56.7%
3,457
-49.1%
0.01%
-30.8%
Q1 2022$501,000
-15.7%
6,792
-9.2%
0.01%0.0%
Q4 2021$594,000
-14.7%
7,480
-13.6%
0.01%
-27.8%
Q3 2021$696,000
+58.2%
8,655
+55.4%
0.02%
+50.0%
Q2 2021$440,000
+33.3%
5,568
+28.2%
0.01%
+33.3%
Q1 2021$330,0004,3440.01%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
IMPACTfolio, LLC 171,964$13,664,00011.97%
High Note Wealth, LLC 289,740$23,022,0007.77%
Parcion Private Wealth LLC 828,088$66,007,0005.96%
SPINNAKER TRUST 1,147,209$91,157,0005.84%
Bond & Devick Financial Network, Inc. 89,630$7,122,0005.34%
Financial Network Wealth Management LLC 112,016$8,901,0004.51%
Tillar-Wenstrup Advisors, LLC 104,443$8,299,0003.91%
Ellevest, Inc. 512,358$40,772,0003.63%
Highland Private Wealth Management 345,340$27,441,0003.48%
RVW Wealth, LLC 382,097$30,361,0003.39%
View complete list of ISHARES TR shareholders