Spire Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is USXF and the CUSIP is 46436E767. A total of 153 filers reported holding ISHARES TR in Q1 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$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 Q1 2023
NameSharesValueWeighting ↓
Financial Connections Group, Inc. 137,784$4,917,0004.95%
Sharkey, Howes & Javer 216,770$7,737,0001.77%
One Wealth Advisors, LLC 165,848$5,919,0001.45%
Walkner Condon Financial Advisors LLC 71,895$2,566,000,0000.73%
Goodwin Investment Advisory 28,064$1,002,0000.69%
Horst & Graben Wealth Management LLC 72,136$2,575,0000.63%
Dentgroup LLC 17,876$638,0000.62%
Keystone Financial Services 29,810$928,0000.54%
SPINNAKER TRUST 175,511$6,264,0000.42%
GenWealth Group, Inc. 41,466$1,480,0000.41%
View complete list of ISHARES TR shareholders