WESPAC Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 369 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
WESPAC Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$1,123,000
-13.4%
16,874
-7.7%
1.22%
+40.0%
Q4 2021$1,297,000
-3.8%
18,284
-3.7%
0.87%
+4.5%
Q3 2021$1,348,000
+79.5%
18,993
+85.5%
0.83%
-42.2%
Q2 2021$751,000
-24.7%
10,241
-27.8%
1.44%
+92.9%
Q1 2021$997,000
+16.7%
14,186
+11.6%
0.74%
+13.1%
Q4 2020$854,000
+209.4%
12,712
+168.4%
0.66%
+92.7%
Q3 2020$276,000
+9.5%
4,736
+2.6%
0.34%
+19.6%
Q2 2020$252,0004,6180.29%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 579,715$42,644,00025.72%
Acorns Advisers, LLC 15,847,773$1,161,642,00022.88%
Newman & Schimel, LLC 491,336$36,015,00022.63%
AlphaCore Capital LLC 568,957$41,705,00022.28%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 6,223,000$456,144,00020.42%
Brightworth 2,614,725$191,659,00016.38%
KEMPER Corp 1,213,087$88,919,00014.95%
Hardy Reed LLC 1,083,219$79,400,00014.12%
AAF Wealth Management, LLC 232,400$17,041,00013.15%
ESL Trust Services, LLC 596,495$43,723,00013.01%
View complete list of ISHARES TR shareholders