WESPAC Advisors SoCal, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 578 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.39 and the average weighting 0.5%.

Quarter-by-quarter ownership
WESPAC Advisors SoCal, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,610,620
-13.5%
156,920
+0.7%
2.57%
-14.7%
Q2 2023$8,802,170
+1570.2%
155,901
+1659.0%
3.01%
+1772.0%
Q4 2021$527,000
+9.6%
8,863
+14.6%
0.16%
+2.5%
Q3 2021$481,000
+7.4%
7,731
+523.5%
0.16%
+5.4%
Q2 2021$448,000
+17.3%
1,240
+7.4%
0.15%
-0.7%
Q1 2021$382,000
+18.3%
1,155
+16.9%
0.15%
+17.2%
Q4 2020$323,000
-38.9%
988
-41.8%
0.13%
-49.2%
Q3 2020$529,000
+26.3%
1,698
+9.2%
0.25%
+29.9%
Q2 2020$419,000
+31.8%
1,555
+27.5%
0.19%
+10.2%
Q1 2020$318,000
-23.6%
1,220
-22.5%
0.18%
-10.7%
Q4 2019$416,000
+9.2%
1,575
+2.3%
0.20%
+4.8%
Q3 2019$381,000
+18.0%
1,540
+14.5%
0.19%
+9.3%
Q2 2019$323,000
+9.5%
1,345
+5.5%
0.17%
+5.5%
Q1 2019$295,000
+52.1%
1,275
+30.8%
0.16%
+33.6%
Q4 2018$194,000
+31.1%
975
+48.9%
0.12%
+64.9%
Q3 2018$148,000
+33.3%
655
+9.2%
0.07%
+15.6%
Q1 2018$111,000
+2.8%
600
-4.0%
0.06%
+3.2%
Q4 2017$108,000
-52.0%
625
-53.7%
0.06%
-53.7%
Q3 2017$225,000
+0.4%
1,3500.0%0.13%
-6.3%
Q2 2017$224,000
-99.9%
1,350
-8.5%
0.14%
+2.9%
Q1 2017$223,344,000
-15.5%
1,475
-25.7%
0.14%
-18.7%
Q4 2016$264,303,000
-42.7%
1,985
-37.5%
0.17%
-45.0%
Q3 2016$461,613,000
+7.3%
3,1750.0%0.31%
+11.1%
Q2 2016$430,371,000
+11.5%
3,175
+0.8%
0.28%
-1.4%
Q1 2016$385,812,0003,1500.28%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
J Arnold Wealth Management Co 510,084$24,739,43610.01%
CUMBERLAND ADVISORS INC 267,629$12,980,0065.76%
FinDec Wealth Services, Inc. 129,114$6,262,0264.52%
Concorde Asset Management, LLC 86,834$4,211,4513.79%
Hall Private Wealth Advisors 111,453$5,405,4713.63%
Hamilton Wealth, LLC 181,802$8,817,3973.16%
Flaharty Asset Management, LLC 376,497$18,260,2683.06%
Somerset Group LLC 65,292$3,166,6622.98%
Stelac Advisory Services LLC 105,891$5,135,7142.80%
SFI Advisors, LLC 58,646$2,844,3312.78%
View complete list of ISHARES TR shareholders