WESPAC Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 348 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.15 and the average weighting 0.2%.

Quarter-by-quarter ownership
WESPAC Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$776,703
-14.9%
8,213
-14.0%
0.61%
+14.3%
Q1 2024$912,979
+112.6%
9,545
+89.9%
0.53%
+78.5%
Q4 2023$429,356
-16.1%
5,027
-14.9%
0.30%
-13.1%
Q4 2021$512,000
+95.4%
5,904
+86.1%
0.34%
+111.7%
Q3 2021$262,000
-52.7%
3,172
-53.6%
0.16%
-84.7%
Q2 2021$554,000
-68.1%
6,838
-70.6%
1.06%
-18.4%
Q1 2021$1,739,00023,2241.30%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Marmo Financial Group, LLC 70,216$5,299,2305.12%
HC Advisors, LLC 80,900$6,105,5234.17%
First Citizens Financial Corp 62,140$4,6904.05%
New Millennium Group LLC 43,946$3,316,6543.54%
Stillwater Capital Advisors, LLC 203,737$15,376,0293.24%
ETFIDEA, LLC 81,927$6,183,0502.86%
BEAM WEALTH ADVISORS, INC. 34,622$2,612,9072.72%
Somerset Group LLC 32,695$2,467,4922.18%
Magnus Financial Group LLC 164,013$12,378,0292.02%
GDS Wealth Management 132,061$9,966,6441.90%
View complete list of ISHARES TR shareholders