Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 155 filers reported holding ISHARES TR in Q3 2023. 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 2023
NameSharesValueWeighting ↓
Atlantic Private Wealth, LLC 43,251$2,634,4242.68%
Financial Connections Group, Inc. 49,266$3,0001.97%
IMPACTfolio, LLC 38,097$2,320,4881.84%
Values Added Financial LLC 24,408$1,486,6911.39%
One Wealth Advisors, LLC 60,049$3,657,5850.77%
Walkner Condon Financial Advisors LLC 43,653$2,658,0920.70%
Klaas Financial Asset Advisors, LLC 50,801$3,094,2890.69%
VERITY Wealth Advisors 10,117$616,2260.55%
Parkside Advisors LLC 26,834$1,634,4460.51%
Atwater Malick LLC 18,087$1,101,6790.47%
View complete list of ISHARES TR shareholders