American Portfolios Advisors - ISHARES TR ownership

ISHARES TR's ticker is WPS and the CUSIP is 464288422. A total of 53 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
American Portfolios Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$79,118
-15.0%
3,1870.0%0.00%
-25.0%
Q2 2022$93,092
-17.5%
3,1870.0%0.00%0.0%
Q1 2022$112,800
-5.0%
3,1870.0%0.00%0.0%
Q4 2021$118,739
-8.2%
3,187
-8.7%
0.00%
-20.0%
Q3 2021$129,343
-37.4%
3,492
-35.4%
0.01%
-37.5%
Q2 2021$206,735
+5.7%
5,4020.0%0.01%
-11.1%
Q1 2021$195,648
+8.8%
5,402
+7.1%
0.01%0.0%
Q4 2020$179,798
+15.4%
5,042
+1.8%
0.01%0.0%
Q3 2020$155,807
+4.1%
4,9530.0%0.01%
-10.0%
Q2 2020$149,729
-28.4%
4,953
-34.1%
0.01%
-41.2%
Q1 2020$209,087
-32.4%
7,513
-5.9%
0.02%
-22.7%
Q4 2019$309,357
-9.9%
7,983
-10.5%
0.02%
-21.4%
Q3 2019$343,374
+2.4%
8,918
+1.1%
0.03%0.0%
Q2 2019$335,260
+3.4%
8,818
+5.6%
0.03%
-9.7%
Q1 2019$324,320
+29.1%
8,348
+14.5%
0.03%0.0%
Q4 2018$251,303
-6.8%
7,2880.0%0.03%0.0%
Q3 2018$269,510
-6.2%
7,288
-3.6%
0.03%
-20.5%
Q2 2018$287,2877,5580.04%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
CPWM, LLC 207,804$7,697,0000.61%
Lester Murray Antman dba SimplyRich 21,514$802,0000.27%
Schoolcraft Capital LLC 15,767$587,4260.18%
CARDIFF PARK ADVISORS, LLC 22,693$845,0000.11%
SOA Wealth Advisors, LLC. 10,917$406,0000.10%
Equitable Holdings, Inc. 125,310$4,669,0000.07%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 25,769$960,0000.05%
Freedom Investment Management, Inc. 17,334$646,0000.05%
Sterling Investment Advisors, Ltd. 2,906$108,0000.03%
Rathbones Group PLC 61,687$2,298,0000.02%
View complete list of ISHARES TR shareholders