WESPAC Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 228 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.29 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 Q1 2022
NameSharesValueWeighting ↓
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 332,982$24,896,0004.43%
TOBIAS FINANCIAL ADVISORS, INC. 43,260$10,520,0003.93%
WASHBURN CAPITAL MANAGEMENT, INC. 23,447$5,702,0003.73%
Delos Wealth Advisors, LLC 8,781$2,135,0002.35%
Cadent Capital Advisors, LLC 21,131$5,139,0002.29%
Round Table Services, LLC 33,828$8,226,0001.76%
Kesler, Norman & Wride, LLC 28,696$6,978,0001.64%
Advocacy Wealth Management Services, LLC 34,247$8,328,0001.50%
Richard Bernstein Advisors LLC 268,140$65,206,0001.32%
Indie Asset Partners, LLC 6,570$1,598,0001.29%
View complete list of ISHARES TR shareholders