Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is BGRN and the CUSIP is 46435U440. A total of 75 filers reported holding ISHARES TR in Q1 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$36,555
-3.0%
8100.0%0.00%0.0%
Q2 2023$37,694
-1.2%
8100.0%0.00%0.0%
Q1 2023$38,143
+102989.2%
810
-0.1%
0.00%
-50.0%
Q4 2022$37
-99.9%
8110.0%0.00%0.0%
Q3 2022$37,000
-5.1%
8110.0%0.00%0.0%
Q2 2022$39,000
-4.9%
811
+0.1%
0.00%
+100.0%
Q1 2022$41,000
-6.8%
8100.0%0.00%0.0%
Q4 2021$44,0000.0%8100.0%0.00%0.0%
Q3 2021$44,0008100.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Stewardship Advisors, LLC 48,213$2,698,0001.35%
NICOLA WEALTH MANAGEMENT LTD. 120,000$6,671,0000.95%
LFA - Lugano Financial Advisors SA 10,000$551,0000.51%
FundX Investment Group, LLC 23,218$1,291,0000.50%
RETIREMENT CAPITAL STRATEGIES 9,818$549,0000.25%
Financial Architects, Inc 14,547$809,0000.18%
Watson Rebecca 5,402$300,0000.18%
JFG Wealth Management, LLC 3,116$173,218,0000.12%
Epstein & White Financial LLC 5,763$320,0000.11%
Vanguard Personalized Indexing Management, LLC 4,228$235,0000.07%
View complete list of ISHARES TR shareholders