CARDIFF PARK ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is WPS and the CUSIP is 464288422. A total of 28 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
CARDIFF PARK ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$279,789
-4.1%
11,1710.0%0.04%
-2.8%
Q2 2023$291,790
-2.1%
11,171
+0.8%
0.04%
-7.7%
Q1 2023$297,953
-1.7%
11,0770.0%0.04%
-7.1%
Q4 2022$303,190
+11.5%
11,077
+1.0%
0.04%
-2.3%
Q3 2022$272,000
-15.0%
10,9660.0%0.04%
-10.4%
Q2 2022$320,000
-60.3%
10,966
-51.9%
0.05%
-57.9%
Q1 2022$807,000
-4.5%
22,793
+0.4%
0.11%
+2.7%
Q4 2021$845,00022,6930.11%
Other shareholders
ISHARES TR shareholders Q3 2023
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