WESPAC Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 167 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 1.07 and the average weighting 0.1%.

Quarter-by-quarter ownership
WESPAC Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$515,000
+17.8%
4,566
+12.0%
0.34%
+28.3%
Q3 2021$437,000
+102.3%
4,078
+100.0%
0.27%
+67.1%
Q1 2021$216,000
-12.6%
2,039
-19.7%
0.16%
-15.7%
Q4 2020$247,000
-58.2%
2,539
-28.1%
0.19%
-73.9%
Q3 2020$591,000
+6.9%
3,533
-3.7%
0.73%
+16.7%
Q2 2020$553,000
-51.3%
3,669
-51.0%
0.63%
-20.1%
Q1 2019$1,136,000
+18.1%
7,4850.0%0.78%
-15.9%
Q4 2018$962,000
-39.5%
7,485
-52.4%
0.93%
-26.9%
Q3 2014$1,591,000
+38.3%
15,729
+41.7%
1.28%
-2.6%
Q2 2014$1,150,000
-28.7%
11,104
-30.8%
1.31%
-6.2%
Q1 2014$1,613,000
-4.7%
16,037
-3.9%
1.40%
-0.8%
Q4 2013$1,692,000
+41.0%
16,692
+25.9%
1.41%
+0.6%
Q3 2013$1,200,000
+2.0%
13,255
-6.5%
1.40%
-21.7%
Q2 2013$1,176,00014,1801.79%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
New Millennium Group LLC 34,391$3,444,6793.46%
MAGNOLIA CAPITAL MANAGEMENT LTD 22,010$2,2052.07%
Modus Advisors, LLC 43,405$4,347,4082.00%
EUDAIMONIA ADVISORS LLC 23,469$2,350,6131.58%
SOUTHERN CAPITAL ADVISORS, LLC 17,716$1,774,4341.31%
Rainsberger Wealth Advisors, Inc. 19,421$1,945,1681.15%
PLANNING DIRECTIONS INC 11,557$1,1580.86%
WEALTH ADVISORS, INC. 16,961$1,673,3210.80%
Frank, Rimerman Advisors LLC 25,616$2,565,6990.71%
Bray Capital Advisors 20,824$2,085,7320.61%
View complete list of ISHARES TR shareholders