Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is XVV and the CUSIP is 46436E569. A total of 52 filers reported holding ISHARES TR in Q1 2023. 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$9,339
-4.1%
2880.0%0.00%
Q2 2023$9,739
+9.5%
2880.0%0.00%
Q1 2023$8,8982880.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
RETIREMENT CAPITAL STRATEGIES 752,564$25,448,25511.71%
Atlantic Private Wealth, LLC 84,761$2,866,1832.91%
Better Money Decisions, LLC 67,444$2,280,6551.86%
SUN LIFE FINANCIAL INC 823,040$27,831,0981.70%
BSW Wealth Partners 112,087$3,790,2670.79%
Wick Capital Partners, LLC 32,343$1,093,6910.65%
US FINANCIAL ADVISORS, LLC 33,963$1,148,4710.49%
Biltmore Family Office, LLC 67,046$2,267,1870.48%
Leverty Financial Group, LLC 13,933$471,1500.34%
Armor Investment Advisors, LLC 11,722$396,3840.24%
View complete list of ISHARES TR shareholders