WESPAC Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 209 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.31 and the average weighting 0.2%.

Quarter-by-quarter ownership
WESPAC Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$200,818
-3.8%
8160.0%0.15%
-10.2%
Q2 2023$208,733
+3.5%
8160.0%0.17%
-12.1%
Q1 2023$201,723
-5.7%
816
-2.4%
0.19%
+16.6%
Q2 2022$214,000
-9.7%
836
+2.5%
0.16%
+2.5%
Q4 2021$237,000
+13.4%
8160.0%0.16%
+23.3%
Q3 2021$209,000
-30.8%
816
-31.9%
0.13%
-42.9%
Q1 2021$302,000
+7.5%
1,1980.0%0.23%
+4.1%
Q4 2020$281,000
+11.5%
1,198
-18.6%
0.22%
+15.4%
Q2 2019$252,000
-34.2%
1,472
-35.5%
0.19%
-29.1%
Q1 2019$383,000
-16.0%
2,282
-17.4%
0.26%
-40.0%
Q4 2018$456,000
-26.0%
2,762
-10.4%
0.44%
+23.1%
Q3 2018$616,000
+127.3%
3,084
+100.0%
0.36%
+28.2%
Q2 2018$271,000
-44.4%
1,542
-50.0%
0.28%
-5.7%
Q1 2018$487,000
+0.6%
3,0840.0%0.30%
-33.9%
Q4 2017$484,000
+6.1%
3,0840.0%0.45%
+49.2%
Q3 2017$456,000
-0.4%
3,0840.0%0.30%
-3.8%
Q2 2017$458,000
+121.3%
3,084
+100.0%
0.31%
+31.0%
Q1 2017$207,000
-20.1%
1,542
-26.3%
0.24%
-18.4%
Q3 2016$259,000
-3.4%
2,091
-0.7%
0.29%
+5.8%
Q2 2016$268,000
+21.8%
2,106
+16.7%
0.28%
+1.1%
Q1 2016$220,000
-18.2%
1,805
-16.4%
0.27%
-11.9%
Q4 2015$269,000
+0.4%
2,1600.0%0.31%
-33.8%
Q3 2015$268,000
-56.3%
2,160
-49.7%
0.47%
+2.2%
Q2 2015$613,000
+2.9%
4,290
-4.2%
0.46%
+2.0%
Q1 2015$596,000
-6.4%
4,478
-16.8%
0.45%
+0.9%
Q4 2014$637,000
-38.2%
5,385
-44.1%
0.45%
-45.9%
Q3 2014$1,030,000
+55.8%
9,641
+50.1%
0.83%
+9.7%
Q2 2014$661,000
-27.8%
6,425
-30.6%
0.75%
-5.0%
Q1 2014$915,000
+4.1%
9,257
-1.8%
0.79%
+8.5%
Q4 2013$879,000
+20.1%
9,427
+12.4%
0.73%
-14.4%
Q3 2013$732,000
+59.5%
8,385
+53.6%
0.85%
+22.5%
Q2 2013$459,0005,4600.70%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
SFI Advisors, LLC 9,356$2,393,2652.27%
MARTIN & CO INC /TN/ 18,896$4,833,6611.22%
Terra Nova Asset Management LLC 5,059$1,293,9931.18%
Wharton Business Group, LLC 67,110$17,1671.13%
Phoenix Holdings Ltd. 210,000$53,718,0001.10%
Mason & Associates Inc 13,765$3,521,1541.04%
BANK HAPOALIM BM 21,415$5,4780.78%
Thrive Capital Management, LLC 5,261$1,345,7900.77%
Financial Freedom, LLC 3,702$947,0670.66%
Carl P. Sherr & Co., LLC 3,381$864,8600.57%
View complete list of ISHARES TR shareholders