Lester Murray Antman dba SimplyRich - ISHARES TR ownership

ISHARES TR's ticker is WPS and the CUSIP is 464288422. A total of 40 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Lester Murray Antman dba SimplyRich ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$561
-2.9%
21,5140.0%0.20%
-7.8%
Q1 2023$578
-1.7%
21,5140.0%0.22%
-7.3%
Q4 2022$588
-99.9%
21,5140.0%0.23%
-2.5%
Q3 2022$534,000
-15.0%
21,5140.0%0.24%
-8.0%
Q2 2022$628,000
-17.5%
21,5140.0%0.26%
-1.9%
Q1 2022$761,000
-5.1%
21,5140.0%0.27%0.0%
Q4 2021$802,000
+0.8%
21,5140.0%0.27%
-8.3%
Q3 2021$796,000
+2.2%
21,5140.0%0.29%
-6.1%
Q1 2021$779,000
+1.6%
21,5140.0%0.31%
-9.9%
Q4 2020$767,000
+13.3%
21,5140.0%0.34%
+1.2%
Q3 2020$677,000
+4.2%
21,5140.0%0.34%
-5.3%
Q2 2020$650,000
+9.1%
21,5140.0%0.36%
-9.8%
Q1 2020$596,000
-33.3%
21,514
-6.7%
0.40%
-11.6%
Q4 2019$893,000
+1.1%
23,0530.0%0.45%
-6.8%
Q3 2019$883,000
-11.9%
23,053
-12.5%
0.48%
-13.0%
Q2 2019$1,002,000
-2.1%
26,3530.0%0.55%
-33.5%
Q1 2019$1,024,000
+9.8%
26,353
-2.6%
0.83%
-2.8%
Q4 2018$933,000
-6.8%
27,0580.0%0.86%
+57.0%
Q3 2018$1,001,000
-2.7%
27,0580.0%0.55%
-7.6%
Q2 2018$1,029,000
-2.5%
27,0580.0%0.59%
+0.3%
Q1 2018$1,055,000
-1.3%
27,0580.0%0.59%
-1.5%
Q4 2017$1,069,00027,0580.60%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Horizons Wealth Management 13,373$410,0000.34%
Lester Murray Antman dba SimplyRich 21,514$628,0000.26%
Schoolcraft Capital LLC 15,073$440,2720.14%
Equitable Holdings, Inc. 125,310$3,660,0000.07%
SOA Wealth Advisors, LLC. 6,346$185,0000.06%
Freedom Investment Management, Inc. 16,509$482,236,0000.05%
CPWM, LLC 19,525$570,0000.05%
CARDIFF PARK ADVISORS, LLC 10,966$320,0000.05%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 28,167$823,0000.04%
Sterling Investment Advisors, Ltd. 2,417$71,0000.02%
View complete list of ISHARES TR shareholders