WESPAC Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 151 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
WESPAC Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$265,000
-64.9%
1,500
-81.0%
0.20%
-68.5%
Q4 2013$756,000
+11.3%
7,895
+3.9%
0.63%
-20.6%
Q3 2013$679,000
+59.8%
7,600
+55.1%
0.79%
+22.6%
Q2 2013$425,0004,9000.65%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
New Millennium Group LLC 26,255$5,261,0003.78%
First Citizens Financial Corp 13,342$2,673,0002.01%
Fernwood Investment Management, LLC 28,439$5,699,0002.00%
Fulcrum Equity Management 13,623$2,730,0001.62%
Wealthstar Advisors, LLC 20,605$4,122,0001.53%
CAPITAL MANAGEMENT ASSOCIATES /NY/ 6,400$1,282,0001.38%
CMC Financial Group 5,300$1,086,0001.21%
PENOBSCOT WEALTH MANAGEMENT 6,159$1,234,0001.11%
Aurora Private Wealth, Inc. 12,455$2,496,0001.03%
Stonebridge Financial Planning Group, LLC 7,328$1,468,0000.82%
View complete list of ISHARES TR shareholders