Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 95 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$1,0000.0%490.0%0.00%
Q4 2021$1,0000.0%490.0%0.00%
Q3 2021$1,0000.0%490.0%0.00%
Q2 2021$1,0000.0%490.0%0.00%
Q1 2021$1,000490.00%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
CAPITAL ADVISORS INC/OK 1,751,759$41,359,0002.49%
TLWM 144,394$3,414,0002.13%
BENJAMIN F. EDWARDS & COMPANY, INC. 218,858$5,167,0000.51%
Lenox Wealth Management, Inc. 57,562$1,359,0000.44%
Lee Financial Co 75,407$1,780,0000.42%
Exchange Capital Management, Inc. 30,055$710,0000.21%
One Capital Management, LLC 25,660$645,0000.12%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 513,219$12,117,0000.09%
STIFEL FINANCIAL CORP 704,547$16,734,0000.05%
CONFLUENCE INVESTMENT MANAGEMENT LLC 107,699$2,543,0000.04%
View complete list of ISHARES TR shareholders