Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is USHY and the CUSIP is 46435U853. A total of 376 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.37 and the average weighting 0.6%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$24,297
-18.3%
700
-16.9%
0.00%0.0%
Q2 2023$29,723
-49.9%
842
-49.5%
0.00%
-50.0%
Q1 2023$59,297
+128806.5%
1,668
+26.6%
0.00%
-33.3%
Q4 2022$46
-99.8%
1,318
+110.9%
0.00%
+200.0%
Q3 2022$21,000
-16.0%
625
-12.2%
0.00%0.0%
Q2 2022$25,000
-97.9%
712
-97.7%
0.00%
-96.9%
Q1 2022$1,199,000
+137.4%
30,866
+152.0%
0.03%
+190.9%
Q4 2021$505,000
-5.8%
12,249
-5.1%
0.01%
-21.4%
Q3 2021$536,000
+911.3%
12,913
+921.6%
0.01%
+1300.0%
Q2 2021$53,000
-8.6%
1,264
-10.7%
0.00%
-50.0%
Q1 2021$58,0001,4150.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
PPM AMERICA INC/IL 345,747$12,291,30659.44%
ERTS Wealth Advisors, LLC 1,437,366$51,098,36312.38%
TOEWS CORP /ADV 1,681,800$59,787,99010.94%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 3,243,124$115,293,0588.66%
Counterpoint Mutual Funds LLC 256,807$9,129,4898.00%
Koss-Olinger Consulting, LLC 1,805,249$64,177,0008.00%
Ocean Park Asset Management, LLC 2,092,400$74,384,8206.96%
HORIZON FINANCIAL SERVICES, LLC 220,589$7,841,9216.72%
State of Wisconsin - Board of Commissioners of Public Lands 782,666$27,823,7766.21%
Sage Advisory Services, Ltd.Co. 612,900$21,789,0006.18%
View complete list of ISHARES TR shareholders