WESPAC Advisors SoCal, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 143 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
WESPAC Advisors SoCal, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,703,944
-5.5%
25,451
+0.4%
0.58%
-6.8%
Q2 2023$1,803,812
-31.3%
25,346
-37.6%
0.62%
-31.8%
Q1 2023$2,626,543
+16.3%
40,602
+2.4%
0.91%
+7.9%
Q4 2022$2,258,008
-14.2%
39,642
-7.7%
0.84%
-23.6%
Q3 2022$2,632,000
+7.6%
42,932
-0.4%
1.10%
+17.6%
Q2 2022$2,446,000
-25.8%
43,112
-1.9%
0.94%
-8.1%
Q1 2022$3,298,000
-3.0%
43,944
-1.0%
1.02%
-2.1%
Q4 2021$3,400,000
+1.1%
44,378
+2.8%
1.04%
-5.5%
Q3 2021$3,362,000
-2.3%
43,190
-2.6%
1.10%
-3.7%
Q2 2021$3,440,000
+71.1%
44,325
+64.9%
1.14%
+44.6%
Q1 2021$2,011,000
+238.6%
26,875
+219.0%
0.79%
+234.3%
Q4 2020$594,000
-6.5%
8,426
+242.5%
0.24%
-21.9%
Q3 2020$635,000
+23.5%
2,460
+9.3%
0.30%
+26.9%
Q2 2020$514,000
+43.6%
2,250
+25.7%
0.24%
+20.2%
Q1 2020$358,000
-40.3%
1,790
-31.9%
0.20%
-30.5%
Q4 2019$600,000
+6.6%
2,630
+1.5%
0.28%
+2.5%
Q3 2019$563,000
+2.6%
2,590
+2.6%
0.28%
-5.1%
Q2 2019$549,000
+6.4%
2,525
-0.2%
0.29%
+2.8%
Q1 2019$516,000
+19.4%
2,530
+5.9%
0.28%
+4.4%
Q4 2018$432,000
-4.6%
2,390
+11.7%
0.27%
+20.3%
Q3 2018$453,000
-0.7%
2,140
-9.1%
0.23%
-13.7%
Q2 2018$456,000
+26.3%
2,355
+18.6%
0.26%
+25.8%
Q1 2018$361,000
+0.8%
1,985
-0.8%
0.21%
+2.5%
Q4 2017$358,000
-34.8%
2,000
-40.3%
0.20%
-37.6%
Q3 2017$549,000
+0.7%
3,350
+0.8%
0.33%
-6.0%
Q2 2017$545,000
-99.9%
3,325
-5.7%
0.35%
-1.1%
Q1 2017$567,278,000
-0.2%
3,525
-6.4%
0.35%
-4.3%
Q4 2016$568,628,000
-29.3%
3,765
-31.1%
0.37%
-32.2%
Q3 2016$803,956,000
+3.6%
5,465
+1.0%
0.54%
+7.5%
Q2 2016$775,956,000
-1.2%
5,410
+0.5%
0.50%
-12.6%
Q1 2016$785,186,000
+98665.5%
5,385
-2.1%
0.58%
+10.1%
Q4 2015$795,0005,5000.52%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 28,209$5,143,0004.01%
Quantitative Advantage, LLC 65,897$12,014,0003.52%
Polaris Wealth Advisory Group, LLC 80,538$14,684,0001.20%
WESPAC Advisors, LLC 10,662$1,944,0001.19%
NAVELLIER & ASSOCIATES INC 39,100$7,129,0001.08%
Banco de Sabadell, S.A 39,488$7,193,0000.87%
Peachtree Investment Advisors, Inc. 5,382$981,0000.74%
WHITENER CAPITAL MANAGEMENT, INC. 4,455$812,0000.62%
Stillwater Capital Advisors, LLC 12,159$2,217,0000.53%
MITCHELL SINKLER & STARR/PA 2,440$445,0000.51%
View complete list of ISHARES TR shareholders