WESPAC Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 242 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 3.12 and the average weighting 0.2%.

Quarter-by-quarter ownership
WESPAC Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$520,000
-15.0%
1,928
-13.0%
0.56%
+37.3%
Q4 2021$612,000
+14.0%
2,215
+0.4%
0.41%
+23.9%
Q3 2021$537,000
+27.6%
2,207
+35.0%
0.33%
+5.1%
Q1 2021$421,000
+12.0%
1,635
-4.0%
0.32%
+8.6%
Q4 2020$376,000
-80.0%
1,703
-81.5%
0.29%
-73.6%
Q3 2018$1,884,000
+20.1%
9,209
+9.3%
1.10%
-32.1%
Q2 2018$1,569,000
+104.0%
8,425
+104.9%
1.62%
+244.5%
Q1 2018$769,000
+113.0%
4,111
+118.2%
0.47%
+40.3%
Q4 2017$361,000
+53.6%
1,884
+16.3%
0.34%
+90.3%
Q2 2015$235,000
-90.0%
1,620
-89.2%
0.18%
-90.2%
Q1 2015$2,360,000
-6.9%
15,066
-2.5%
1.79%
+0.6%
Q4 2014$2,536,000
-9.5%
15,459
-16.7%
1.78%
-20.9%
Q3 2014$2,801,000
+47.1%
18,560
+43.3%
2.25%
+3.6%
Q2 2014$1,904,000
-24.3%
12,949
-30.3%
2.17%
-0.4%
Q1 2014$2,515,00018,5652.18%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Arlington Capital Management, Inc. 77,367$12,694,00010.74%
AFFINITY WEALTH MANAGEMENT LLC 76,548$12,559,00010.05%
Winch Advisory Services, LLC 63,299$10,385,0005.66%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 346,000$56,768,0005.16%
PACIFIC FINANCIAL GROUP INC 86,737$14,231,0004.21%
TOEWS CORP /ADV 1,771$291,0004.01%
Karp Capital Management Corp 30,008$4,940,0003.60%
CHARTIST INC /CA/ 45,550$7,447,0003.48%
Clal Insurance Enterprises Holdings Ltd 866,280$142,257,0003.40%
FundX Investment Group, LLC 62,884$10,317,0003.10%
View complete list of ISHARES TR shareholders