Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 138 filers reported holding ISHARES TR in Q2 2022. 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 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 Q2 2022
NameSharesValueWeighting ↓
RETIREMENT CAPITAL STRATEGIES 69,963$2,823,0001.14%
Wharton Business Group, LLC 95,836$3,867,0000.32%
Wealthcare Advisory Partners LLC 62,550$2,524,0000.22%
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 9,500$383,0000.18%
Buffington Mohr McNeal 17,645$712,0000.17%
CX Institutional 31,900$1,287,0000.12%
Ellis Investment Partners, LLC 10,057$406,0000.12%
BAKER TILLY WEALTH MANAGEMENT, LLC 7,605$307,0000.10%
Crescent Grove Advisors, LLC 14,879$601,0000.08%
NAPLES GLOBAL ADVISORS, LLC 11,010$444,0000.08%
View complete list of ISHARES TR shareholders