Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is FIBR and the CUSIP is 46435U796. A total of 45 filers reported holding ISHARES TR in Q1 2021. 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$28,695
-0.6%
347
+1.2%
0.00%0.0%
Q2 2023$28,879
-18.9%
343
-18.1%
0.00%0.0%
Q1 2023$35,624
+237393.3%
419
+126.5%
0.00%0.0%
Q4 2022$15
-99.9%
185
+1.1%
0.00%0.0%
Q3 2022$15,000
-99.2%
183
-99.2%
0.00%
-98.7%
Q2 2022$1,906,000
+611.2%
22,199
+666.3%
0.08%
+1028.6%
Q1 2022$268,000
-8.8%
2,897
-1.7%
0.01%0.0%
Q4 2021$294,000
-0.3%
2,947
+0.1%
0.01%
-12.5%
Q3 2021$295,000
+6.9%
2,945
+7.2%
0.01%
+14.3%
Q2 2021$276,000
+0.7%
2,746
+0.0%
0.01%0.0%
Q1 2021$274,0002,7450.01%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Wall Capital Group, Inc. 49,085$4,792,0002.55%
Sterneck Capital Management, LLC 8,312$812,0000.82%
Patten Group, Inc. 8,897$869,0000.45%
PHILLIPS FINANCIAL MANAGEMENT, LLC 18,502$1,797,0000.36%
Cetera Investment Advisers 22,295$2,177,0000.27%
OPTIMUM INVESTMENT ADVISORS 5,600$547,0000.22%
Ford Financial Group, LLC 2,596$253,0000.17%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 7,729$754,0000.12%
Geneos Wealth Management Inc. 14,836$1,428,0000.10%
Insight Wealth Strategies, LLC 3,327$325,0000.09%
View complete list of ISHARES TR shareholders