WESPAC Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 258 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.29 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 Q4 2021
NameSharesValueWeighting ↓
Fulcrum Equity Management 31,570$4,897,0002.33%
Ameritas Investment Company, LLC 15,367$2,432,0001.15%
PLANNING DIRECTIONS INC 5,347$846,0000.86%
Stillwater Capital Advisors, LLC 20,417$3,231,0000.80%
BAROMETER CAPITAL MANAGEMENT INC. 26,800$4,241,0000.55%
NAVELLIER & ASSOCIATES INC 20,815$3,294,0000.51%
Shulman DeMeo Asset Management LLC 8,724$1,381,0000.51%
Osborn Williams & Donohoe LLC 28,717$4,545,0000.47%
FIFTH THIRD SECURITIES, INC. 9,227$1,460,0000.39%
BigSur Wealth Management LLC 3,420$544,0000.38%
View complete list of ISHARES TR shareholders