WESPAC Advisors SoCal, LLC - ISHARES TR ownership

ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 148 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.98 and the average weighting 0.1%.

Quarter-by-quarter ownership
WESPAC Advisors SoCal, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$252,000
-8.4%
7,4500.0%0.08%
-14.4%
Q3 2021$275,000
-21.7%
7,450
-21.2%
0.09%
-22.4%
Q2 2021$351,0009,4500.12%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
FWL INVESTMENT MANAGEMENT, LLC 429,741$9,600,4146.44%
VisionPoint Advisory Group, LLC 392,512$8,768,7273.76%
Mid-American Wealth Advisory Group, Inc. 190,181$4,092,7053.30%
Barry Investment Advisors, LLC 130,246$2,982,7881.07%
Mount Lucas Management LP 107,355$2,398,3110.85%
MIRABELLA FINANCIAL SERVICES LLP 163,730$3,657,7280.51%
Continuum Advisory, LLC 138,420$3,092,3030.50%
Future Financial Wealth Managment LLC 13,350$298,2390.33%
Castleview Partners, LLC 15,457$345,3090.32%
Safeguard Investment Advisory Group, LLC 25,334$565,8720.25%
View complete list of ISHARES TR shareholders