WESPAC Advisors SoCal, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 165 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 4.48 and the average weighting 0.1%.

Quarter-by-quarter ownership
WESPAC Advisors SoCal, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2019$25,000
+19.0%
7000.0%0.01%
+7.7%
Q4 2018$21,000
-27.6%
7000.0%0.01%
-13.3%
Q3 2018$29,000
+16.0%
7000.0%0.02%
+7.1%
Q1 2018$25,000
-7.4%
7000.0%0.01%
-6.7%
Q4 2017$27,000
+3.8%
7000.0%0.02%0.0%
Q3 2017$26,000
+8.3%
7000.0%0.02%0.0%
Q2 2017$24,000
-99.9%
7000.0%0.02%
-11.8%
Q1 2017$26,978,000
-7.2%
7000.0%0.02%
-10.5%
Q4 2016$29,078,000
+6.5%
7000.0%0.02%
+5.6%
Q3 2016$27,300,000
+1.7%
7000.0%0.02%
+5.9%
Q2 2016$26,852,000
+10.3%
7000.0%0.02%
-5.6%
Q1 2016$24,346,000
+105752.2%
7000.0%0.02%
+20.0%
Q4 2015$23,0007000.02%
Other shareholders
ISHARES TR shareholders Q1 2016
NameSharesValueWeighting ↓
AMG National Trust Bank 663,754$24,845,0001.72%
Summit X, LLC 65,331$2,444,0001.62%
INVESTMENT PARTNERS, LTD. 25,850$968,0000.83%
Brookstone Capital Management 184,159$6,893,0000.62%
Archford Capital Strategies, LLC 40,133$1,502,0000.56%
TWO SIGMA SECURITIES, LLC 152,914$5,724,0000.52%
SUMITOMO MITSUI FINANCIAL GROUP, INC. 93,873$3,514,0000.42%
Conservest Capital Advisors, Inc. 54,154$2,027,0000.32%
United Asset Strategies, Inc. 12,950$485,0000.28%
Stonebridge Capital Advisors LLC 26,709$1,000,0000.25%
View complete list of ISHARES TR shareholders