WESPAC Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 518 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.00 and the average weighting 1.1%.

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 Q3 2021
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 594,395$43,428,00025.73%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 9,236,100$655,763,00024.09%
Acorns Advisers, LLC 17,514,355$1,243,520,00022.83%
Newman & Schimel, LLC 477,172$33,879,00021.18%
AlphaCore Capital LLC 557,890$39,610,00020.08%
Brightworth 2,670,472$189,603,00017.18%
Onyx Bridge Wealth Group LLC 555,111$40,479,00015.20%
Hardy Reed LLC 1,144,425$81,254,00014.44%
KEMPER Corp 1,213,087$86,129,00014.34%
ESL Trust Services, LLC 637,610$45,270,00013.80%
View complete list of ISHARES TR shareholders