Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 100 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$13,138
-5.7%
1760.0%0.00%0.0%
Q2 2023$13,937
+0.7%
176
+0.6%
0.00%0.0%
Q1 2023$13,843
+98778.6%
1750.0%0.00%0.0%
Q4 2022$14
-99.9%
175
+1.2%
0.00%0.0%
Q3 2022$12,000
-14.3%
1730.0%0.00%0.0%
Q2 2022$14,000
-6.7%
173
+1.2%
0.00%
Q1 2022$15,000
-6.2%
1710.0%0.00%
Q4 2021$16,0000.0%171
+1.2%
0.00%
Q3 2021$16,000
-5.9%
1690.0%0.00%
Q2 2021$17,000
+6.2%
1690.0%0.00%
Q1 2021$16,0001690.00%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
RPg Family Wealth Advisory, LLC 1,119$66,211,0000.06%
Patten Group, Inc. 1,725$102,0000.04%
Brinker Capital Investments, LLC 18,924$1,120,0000.04%
Pacific Center for Financial Services 966$57,0000.04%
CWM, LLC 4,962$294,0000.01%
Winslow, Evans & Crocker, Inc. 260$15,386,0000.01%
LPL Financial LLC 20,692$1,224,0000.00%
Advisor Group, Inc. 1,974$117,0000.00%
LADENBURG THALMANN FINANCIAL SERVICES INC. 3,505$208,0000.00%
Live Your Vision, LLC 99$6,0000.00%
View complete list of ISHARES TR shareholders