WESPAC Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 237 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 2.46 and the average weighting 0.6%.

Quarter-by-quarter ownership
WESPAC Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$254,000
-22.3%
744
-19.5%
0.19%
-24.6%
Q4 2020$327,000
-9.4%
924
-20.3%
0.25%
-43.6%
Q3 2020$361,000
-53.0%
1,160
-57.1%
0.45%
-48.7%
Q2 2020$768,000
-74.8%
2,702
-80.6%
0.87%
-61.7%
Q2 2019$3,046,000
+32.0%
13,943
+19.3%
2.27%
+42.5%
Q1 2019$2,307,000
+13.8%
11,684
-0.0%
1.59%
-18.9%
Q4 2018$2,028,00011,6871.97%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
Heartwood Wealth Management Ltd 80,536$8,108,00011.23%
Financial Advantage, Inc. 89,164$8,976,0008.14%
XPONANCE, INC. 117,823$11,859,0004.51%
Clal Insurance Enterprises Holdings Ltd 1,401,668$141,106,0004.11%
MCMILLION CAPITAL MANAGEMENT INC 50,776$5,112,0003.79%
Gemmer Asset Management LLC 54,704$5,507,0003.21%
Main Management LLC 167,272$16,839,0003.04%
Verity Asset Management, Inc. 23,924$2,408,0002.72%
MinichMacGregor Wealth Management, LLC 27,053$2,723,0002.63%
Janney Capital Management LLC 311,166$31,325,0001.69%
View complete list of ISHARES TR shareholders