Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 335 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$226,605
-72.1%
5,380
-71.3%
0.01%
-46.7%
Q1 2024$812,475
+10.9%
18,738
-2.2%
0.02%
-37.5%
Q4 2023$732,684
+10.6%
19,155
+5.8%
0.02%
-4.0%
Q3 2023$662,248
-2.9%
18,099
+3.8%
0.02%0.0%
Q2 2023$681,720
+15.5%
17,444
+10.3%
0.02%
+8.7%
Q1 2023$590,321
+182097.8%
15,818
+76.8%
0.02%
+27.8%
Q4 2022$324
-99.9%
8,946
+32.1%
0.02%
+38.5%
Q3 2022$218,000
-41.2%
6,770
-37.9%
0.01%
-13.3%
Q2 2022$371,000
+642.0%
10,910
+757.7%
0.02%
+1400.0%
Q1 2022$50,000
+2.0%
1,272
-0.2%
0.00%0.0%
Q4 2021$49,000
+14.0%
1,275
+1.2%
0.00%0.0%
Q3 2021$43,000
-2.3%
1,260
+0.6%
0.00%0.0%
Q2 2021$44,0001,2520.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Shira Ridge Wealth Management 102,432$3,714,1842.56%
Advocacy Wealth Management Services, LLC 520,303$18,866,1872.49%
BG Investment Services, Inc. 61,303$2,222,8332.42%
Laurel Wealth Planning LLC 95,443$3,460,7632.23%
Brio Consultants, LLC 237,654$8,617,3331.72%
PATTON ALBERTSON MILLER GROUP, LLC 244,949$8,881,8511.63%
Financial Partners Group, Inc 183,031$7,118,0651.56%
Aspire Capital Advisors LLC 70,258$2,547,5571.45%
Buttonwood Financial Group, LLC 43,204$1,566,6101.42%
Northwest Capital Management Inc 64,874$2,352,3311.25%
View complete list of ISHARES TR shareholders