Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is SGOV and the CUSIP is 46436E718. A total of 202 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 2.0%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$259,829
+2.4%
2,581
+2.4%
0.01%
+11.1%
Q2 2023$253,688
+11.9%
2,521
+11.8%
0.01%0.0%
Q1 2023$226,707
+254627.0%
2,254
+153.5%
0.01%
+80.0%
Q4 2022$89
-99.9%
889
+3.5%
0.01%
+25.0%
Q2 2022$86,0000.0%8590.0%0.00%
+100.0%
Q1 2022$86,0000.0%8590.0%0.00%0.0%
Q4 2021$86,0008590.00%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
SVB WEALTH LLC 5,112,274$511,355,0006.48%
Ironwood Wealth Management, LLC. 110,229$11,026,0006.36%
Relative Value Partners Group, LLC 342,751$34,284,0002.67%
LINCOLN CAPITAL CORP 44,458$4,447,0002.54%
WOODMONT INVESTMENT COUNSEL LLC 50,390$5,040,0000.79%
Laurel Wealth Advisors LLC 29,624$2,963,0000.64%
Klaas Financial Asset Advisors, LLC 10,046$1,005,0000.25%
First National Bank of South Miami 2,460$246,0000.17%
OPPENHEIMER ASSET MANAGEMENT INC. 114,706$11,473,0000.16%
Eudaimonia Partners, LLC 7,520$752,0000.14%
View complete list of ISHARES TR shareholders