WESPAC Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 619 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.27 and the average weighting 0.2%.

Quarter-by-quarter ownership
WESPAC Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$2,241,153
-32.0%
16,972
-32.1%
1.75%
-8.6%
Q1 2024$3,296,271
+14.2%
24,985
+9.6%
1.92%
-4.2%
Q4 2023$2,885,341
+18.0%
22,791
-1.3%
2.00%
+9.5%
Q3 2023$2,446,106
+3.3%
23,083
+13.8%
1.83%
-3.5%
Q2 2023$2,366,884
+8.5%
20,287
+7.1%
1.90%
-7.6%
Q1 2023$2,180,651
+38.7%
18,949
+34.8%
2.05%
-24.6%
Q4 2022$1,572,447
+34.9%
14,057
+109.2%
2.72%
+237.8%
Q1 2019$1,166,000
+69.7%
6,720
+69.0%
0.81%
+21.0%
Q4 2018$687,000
-85.5%
3,977
-81.8%
0.67%
-75.9%
Q3 2018$4,731,000
+35.2%
21,861
+20.3%
2.76%
-23.5%
Q2 2018$3,498,000
-1.7%
18,172
+1.1%
3.61%
+66.2%
Q1 2018$3,557,000
+81.0%
17,969
+72.0%
2.17%
+19.1%
Q4 2017$1,965,000
-36.0%
10,448
-39.4%
1.82%
-10.0%
Q3 2017$3,071,000
+7.2%
17,248
-5.3%
2.03%
+3.4%
Q2 2017$2,865,000
+55.4%
18,207
+46.8%
1.96%
-7.9%
Q1 2017$1,844,000
-22.7%
12,402
-26.9%
2.13%
-20.5%
Q4 2016$2,386,000
+367.8%
16,977
+296.8%
2.68%
+599.2%
Q2 2015$510,000
-9.4%
4,279
-6.0%
0.38%
-10.1%
Q1 2015$563,000
+3.1%
4,552
-4.4%
0.43%
+11.2%
Q4 2014$546,000
+6.6%
4,761
+0.1%
0.38%
-6.8%
Q3 2014$512,000
+31.6%
4,758
+31.8%
0.41%
-7.2%
Q2 2014$389,000
-21.6%
3,609
-20.5%
0.44%
+3.0%
Q1 2014$496,000
+7.1%
4,542
+3.7%
0.43%
+11.7%
Q4 2013$463,0004,3820.38%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
360 Financial, Inc. 30,615$4,404,0004.62%
STRATEGIC WEALTH MANAGEMENT INC 22,582$3,248,0004.30%
Vishria Bird Financial Group, LLC 24,039$3,458,0003.62%
Bell Rock Capital LLC 15,303$2,201,0003.42%
Evolution Wealth Advisors, LLC 47,976$6,901,0002.79%
INTERACTIVE FINANCIAL ADVISORS, INC. 21,022$3,024,0002.67%
Spectrum Wealth Advisory Group, LLC 7,630$1,054,0002.28%
Gerber Kawasaki Wealth & Investment Management 42,350$6,092,0001.73%
Realta Investment Advisors 21,650$3,114,0001.34%
Black Swift Group, LLC 9,100$1,309,0001.30%
View complete list of ISHARES TR shareholders