Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 81 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Spire Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$113,283
+40.1%
1,984
+49.5%
0.00%
+33.3%
Q2 2023$80,845
+12242.7%
1,327
+11963.6%
0.00%
Q1 2023$655
-93.4%
11
-92.3%
0.00%
Q2 2021$10,0001420.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
IMPACTfolio, LLC 105,699$4,923,0004.80%
Atlantic Private Wealth, LLC 41,584$1,937,0002.17%
Financial Connections Group, Inc. 54,253$2,527,0002.13%
Walkner Condon Financial Advisors LLC 39,469$1,838,0000.59%
VERITY Wealth Advisors 10,674$497,0000.51%
Klaas Financial Asset Advisors, LLC 40,539$1,888,0000.48%
RWA WEALTH PARTNERS, LLC 111,996$5,217,0000.37%
Goodwin Investment Advisory 8,995$419,0000.32%
Opes Wealth Management LLC 15,815$737,0000.30%
Horst & Graben Wealth Management LLC 21,469$1,000,0000.28%
View complete list of ISHARES TR shareholders