WESPAC Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 229 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
WESPAC Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2024$703,221
+64.5%
8,579
+52.1%
0.41%
+37.7%
Q4 2023$427,494
-85.2%
5,642
-83.6%
0.30%
-84.7%
Q4 2021$2,892,000
+206.7%
34,431
+812.8%
1.94%
+65.8%
Q3 2020$943,000
+2.7%
3,772
-10.0%
1.17%
+12.2%
Q2 2020$918,000
-50.7%
4,192
-54.6%
1.04%
-19.1%
Q1 2019$1,861,000
+10.9%
9,237
-0.4%
1.29%
-21.0%
Q4 2018$1,678,000
-15.7%
9,274
-1.3%
1.63%
+40.1%
Q3 2018$1,990,000
+49.4%
9,397
+36.6%
1.16%
-15.5%
Q2 2018$1,332,000
-31.5%
6,877
-35.5%
1.37%
+15.8%
Q1 2018$1,944,000
+64.2%
10,662
+61.4%
1.19%
+8.0%
Q4 2017$1,184,000
-30.8%
6,604
-36.7%
1.10%
-2.7%
Q3 2017$1,711,000
-17.8%
10,433
-17.7%
1.13%
-20.7%
Q2 2017$2,081,000
+793.1%
12,682
+685.3%
1.42%
+708.5%
Q1 2015$233,000
-72.7%
1,615
-77.0%
0.18%
-75.2%
Q4 2013$853,000
+30.0%
7,023
+17.7%
0.71%
-7.2%
Q3 2013$656,000
+62.4%
5,965
+51.4%
0.76%
+24.6%
Q2 2013$404,0003,9400.61%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 24,881$4,004,0003.61%
Thai Life Insurance PCL. 15,900$2,559,0003.11%
ASSETMARK, INC 579,652$93,283,0001.22%
Transform Wealth, LLC 19,990$3,217,0001.20%
Polaris Wealth Advisory Group, LLC 57,015$9,175,0001.00%
ARS Wealth Advisors, LLC 11,015$1,773,0000.76%
NAVELLIER & ASSOCIATES INC 30,659$4,934,0000.72%
Peachtree Investment Advisors, Inc. 4,447$716,0000.66%
Aveo Capital Partners, LLC 10,113$1,627,0000.60%
Stillwater Capital Advisors, LLC 12,522$2,015,0000.54%
View complete list of ISHARES TR shareholders