WESPAC Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is TFLO and the CUSIP is 46434V860. A total of 520 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
WESPAC Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$4,526,268
+5.8%
89,346
+5.9%
3.54%
+42.2%
Q1 2024$4,276,867
-4.4%
84,373
-4.8%
2.49%
-19.8%
Q4 2023$4,473,610
+159.7%
88,639
+161.1%
3.11%
+141.1%
Q3 2023$1,722,57233,9491.29%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Arbor Investment Advisors, LLC 665,104$33,468,00011.06%
MV CAPITAL MANAGEMENT, INC. 749,007$37,690,0009.81%
LANDAAS & CO /WI /ADV 182,465$9,176,0007.74%
Lionsbridge Wealth Management LLC 74,733$3,761,0004.50%
Laurel Wealth Advisors LLC 157,599$7,930,0002.98%
Ifrah Financial Services, Inc. 97,915$4,927,0002.06%
Capital Wealth Alliance, LLC 27,852$1,401,0001.47%
Drexel Morgan & Co. 71,713$3,609,0001.40%
FinTrust Capital Advisors, LLC 53,505$2,692,0001.30%
BEAM WEALTH ADVISORS, INC. 19,021$957,0000.95%
View complete list of ISHARES TR shareholders