Westside Investment Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,283 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.06 and the average weighting 1.5%.

Quarter-by-quarter ownership
Westside Investment Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$102,287
-4.6%
4100.0%0.03%
-3.3%
Q2 2023$107,261
+4.5%
4100.0%0.03%0.0%
Q1 2023$102,609
+89125.2%
410
-13.7%
0.03%
Q4 2022$115
-99.9%
4750.0%0.00%
Q3 2022$104,000
+15.6%
475
+19.0%
0.00%
Q2 2022$90,000
+55.2%
399
+82.2%
0.00%
Q1 2022$58,000
-6.5%
2190.0%0.00%
Q4 2021$62,000
+72.2%
219
+57.6%
0.00%
Q3 2021$36,000
+16.1%
139
+17.8%
0.00%
Q2 2021$31,000
+3.3%
1180.0%0.00%
Q1 2021$30,000
+11.1%
1180.0%0.00%
Q4 2020$27,000
+28.6%
1180.0%0.00%
Q3 2020$21,0000.0%1180.0%0.00%
Q2 2020$21,000
-12.5%
118
-31.4%
0.00%
Q1 2020$24,000
-38.5%
172
-15.3%
0.00%
Q2 2019$39,000
-99.9%
203
+0.5%
0.00%
-100.0%
Q4 2018$33,653,000
-31.5%
202
-19.8%
0.01%
-29.4%
Q2 2018$49,113,000
+6.5%
252
+0.8%
0.02%
-32.0%
Q1 2018$46,095,000
-5.5%
2500.0%0.02%
-3.8%
Q4 2017$48,803,000
+7.5%
2500.0%0.03%
-3.7%
Q3 2017$45,381,000
+4.1%
2500.0%0.03%
-3.6%
Q2 2017$43,578,000
+3.1%
250
-0.4%
0.03%
+40.0%
Q1 2017$42,280,0002510.02%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 853,525$241,616,00043.44%
HBC Financial Services, PLLC 154,207$43,652,00027.70%
Leonard Rickey Investment Advisors P.L.L.C. 254,516$72,048,00026.39%
LVZ, Inc. 498,297$141,058,00018.86%
Harbor Group, Inc. 110,734$31,346,00018.67%
New England Professional Planning Group Inc. 110,430$30,319,00018.49%
Millburn Ridgefield Corp 968,792$274,246,00017.49%
Investments & Financial Planning, LLC 70,663$18,897,00016.96%
CJM Wealth Advisers, Ltd. 80,136$22,685,02716.14%
Bryant Woods Investment Advisors, LLC 72,757$20,607,00016.08%
View complete list of ISHARES TR shareholders