Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is EAGG and the CUSIP is 46435U549. A total of 281 filers reported holding ISHARES TR in Q4 2022. 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$274,590
+50.7%
6,062
+56.9%
0.01%
+42.9%
Q2 2023$182,251
+0.3%
3,864
+2.2%
0.01%0.0%
Q1 2023$181,667
+76877.5%
3,780
-25.1%
0.01%
-46.2%
Q4 2022$236
-99.9%
5,046
-9.7%
0.01%
-18.8%
Q3 2022$259,000
-5.1%
5,5860.0%0.02%
+45.5%
Q2 2022$273,000
-23.7%
5,586
-19.3%
0.01%
+10.0%
Q1 2022$358,000
+5.9%
6,926
+13.1%
0.01%
+42.9%
Q4 2021$338,000
+42.0%
6,126
+42.1%
0.01%
+16.7%
Q3 2021$238,000
+296.7%
4,310
+299.1%
0.01%
+200.0%
Q2 2021$60,0001,0800.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Financial Network Wealth Management LLC 271,173$14,969,0007.58%
KilterHowling LLC 119,036$6,570,8155.90%
Private Ocean, LLC 510,278$28,167,0003.30%
Atlantic Private Wealth, LLC 59,735$3,297,0002.90%
Stewardship Advisors, LLC 137,934$7,614,0002.74%
Prostatis Group LLC 57,793$3,190,1741.96%
RETIREMENT CAPITAL STRATEGIES 59,654$3,293,0001.21%
Apella Capital, LLC 148,367$8,190,0001.04%
PALLADIEM, LLC 21,372$1,180,0000.95%
GRAND WEALTH MANAGEMENT, LLC 37,955$2,095,0000.94%
View complete list of ISHARES TR shareholders