Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 153 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$3,133,000
-21.8%
120,964
-21.8%
0.19%
+15.2%
Q2 2022$4,006,000
-29.8%
154,609
-29.9%
0.16%
+7.8%
Q1 2022$5,707,000
-3.5%
220,466
-2.9%
0.15%
+16.8%
Q4 2021$5,916,000
+1.9%
227,022
+2.4%
0.13%
-14.9%
Q3 2021$5,804,000
-3.6%
221,677
-3.3%
0.15%
-5.5%
Q2 2021$6,020,000
-11.4%
229,244
-11.2%
0.16%
-9.9%
Q1 2021$6,795,000258,0150.18%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Gateway Advisory, LLC 223,760$5,849,0001.98%
Fusion Family Wealth LLC 193,220$5,051,0001.34%
MANAGED ACCOUNT SERVICES INC 65,166$1,706,0000.85%
Paulson Wealth Management Inc. 42,844$1,120,0000.84%
SONATA CAPITAL GROUP INC 47,406$1,239,0000.84%
Ferris Capital, LLC 82,068$2,145,0000.77%
Guidant Wealth Advisors 72,935$1,907,0000.71%
ALTERNA WEALTH MANAGEMENT, INC 21,396$559,0000.66%
Fieldpoint Private Securities, LLC 61,850$1,617,0000.59%
AllSquare Wealth Management LLC 29,290$766,0000.57%
View complete list of ISHARES TR shareholders