Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is USXF and the CUSIP is 46436E767. A total of 142 filers reported holding ISHARES TR in Q4 2022. 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$171,524
+57.5%
4,949
+63.4%
0.01%
+75.0%
Q2 2023$108,883
+8795.7%
3,029
+8086.5%
0.00%
Q1 2023$1,224
+122300.0%
37
+105.6%
0.00%
Q4 2022$1
-99.9%
180.0%0.00%
Q3 2022$1,0000.0%180.0%0.00%
Q2 2022$1,0000.0%18
-50.0%
0.00%
Q1 2022$1,000360.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
One Wealth Advisors, LLC 76,430$2,775,0000.88%
Walkner Condon Financial Advisors LLC 47,451$1,726,0000.63%
Horst & Graben Wealth Management LLC 41,238$1,497,0000.42%
Capital CS Group, LLC 13,220$480,0000.39%
SPINNAKER TRUST 148,384$5,387,0000.38%
RETIREMENT CAPITAL STRATEGIES 22,538$818,0000.31%
Goodwin Investment Advisory 6,593$241,0000.26%
55I, LLC 184,708$6,705,0000.24%
Financial Advisors, LLC 17,739$644,0000.23%
Sharkey, Howes & Javer 20,746$753,0000.20%
View complete list of ISHARES TR shareholders