WESPAC Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 239 filers reported holding ISHARES TR in Q2 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
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 2021
NameSharesValueWeighting ↓
New England Investment & Retirement Group, Inc. 176,331$18,636,0004.50%
MAGNOLIA CAPITAL MANAGEMENT LTD 33,664$3,558,0003.51%
First Citizens Financial Corp 36,529$3,861,0003.15%
MORGAN JESS S & CO INC 42,442$4,486,0003.14%
MinichMacGregor Wealth Management, LLC 71,473$7,553,0002.82%
Modus Advisors, LLC 44,019$4,652,0002.16%
Kesler, Norman & Wride, LLC 67,297$7,113,0001.76%
Cadent Capital Advisors, LLC 37,413$3,954,0001.76%
Frank, Rimerman Advisors LLC 26,416$2,791,9071.24%
VIVID FINANCIAL MANAGEMENT, INC. 20,189$2,134,0000.98%
View complete list of ISHARES TR shareholders