Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is EUSB and the CUSIP is 46436E619. A total of 128 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
Q2 2024$12,467
-92.7%
293
-92.7%
0.00%
-100.0%
Q1 2024$171,451
+62.2%
4,003
+61.9%
0.00%0.0%
Q4 2023$105,701
+36.7%
2,472
+30.6%
0.00%0.0%
Q3 2023$77,329
+1791.6%
1,893
+1871.9%
0.00%
Q2 2023$4,088
-1.5%
960.0%0.00%
Q1 2023$4,150
+315.0%
96
+336.4%
0.00%
Q1 2022$1,000
-97.0%
22
-96.7%
0.00%
-100.0%
Q2 2021$33,0006660.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
IMPACTfolio, LLC 403,162$17,154,5439.61%
SEEDS INVESTOR LLC 377,347$16,056,1148.23%
Balanced Rock Investment Advisors LLC 212,108$9,025,2077.59%
TCWP LLC 7,133$303,5240.74%
SigFig Wealth Management, LLC 446,030$18,978,5300.71%
Shared Vision Wealth Group LLC 27,870$1,185,8750.69%
Leonard Rickey Investment Advisors P.L.L.C. 49,047$2,086,9380.50%
Financial Connections Group, Inc. 21,553$9170.48%
Horst & Graben Wealth Management LLC 49,884$2,122,5630.40%
Sandbox Financial Partners, LLC 22,347$950,8710.36%
View complete list of ISHARES TR shareholders