Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 117 filers reported holding ISHARES TR in Q3 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$791,881
+15.8%
20,563
+13.7%
0.03%
+20.0%
Q2 2023$683,823
+18.9%
18,081
+14.2%
0.02%
+13.6%
Q1 2023$575,310
+1743263.6%
15,827
+1470.1%
0.02%
+1000.0%
Q4 2022$33
-99.9%
1,0080.0%0.00%0.0%
Q3 2022$34,000
-20.9%
1,008
-17.6%
0.00%0.0%
Q2 2022$43,0000.0%1,223
+21.4%
0.00%
+100.0%
Q1 2022$43,000
-31.7%
1,007
-28.7%
0.00%0.0%
Q4 2021$63,000
-32.3%
1,412
-33.9%
0.00%
-50.0%
Q3 2021$93,000
+1.1%
2,1370.0%0.00%0.0%
Q2 2021$92,000
-25.2%
2,137
-33.7%
0.00%
-33.3%
Q1 2021$123,0003,2230.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
OGOREK ANTHONY JOSEPH /NY/ /ADV 171,549$7,402,0003.31%
Royal Harbor Partners, LLC 114,403$4,936,0003.28%
CADINHA & CO LLC 400,407$17,278,0002.32%
AMARILLO NATIONAL BANK 156,996$6,775,0001.94%
Migdal Insurance & Financial Holdings Ltd. 2,590,845$111,795,0001.17%
LVM CAPITAL MANAGEMENT LTD/MI 167,800$7,241,0001.10%
RETIREMENT CAPITAL STRATEGIES 64,241$2,772,0001.06%
Wharton Business Group, LLC 142,366$6,143,0000.48%
Wealthcare Advisory Partners LLC 134,719$5,813,0000.39%
BAKER TILLY WEALTH MANAGEMENT, LLC 25,726$1,110,0000.18%
View complete list of ISHARES TR shareholders