Westside Investment Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 210 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.5%.

Quarter-by-quarter ownership
Westside Investment Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$180,389
-2.7%
4720.0%0.05%0.0%
Q2 2023$185,435
+15.8%
4720.0%0.05%
+10.6%
Q1 2023$160,159
+121232.6%
4720.0%0.05%
Q4 2022$132
-99.9%
4720.0%0.00%
Q3 2022$130,000
-5.8%
4720.0%0.00%
Q2 2022$138,000
-35.5%
472
-14.5%
0.00%
Q1 2022$214,000
-11.6%
5520.0%0.00%
-100.0%
Q4 2021$242,000
-3.6%
552
-11.3%
0.00%0.0%
Q3 2021$251,0000.0%6220.0%0.00%0.0%
Q2 2021$251,000
+3.7%
622
-7.4%
0.00%0.0%
Q1 2021$242,000
+3.0%
6720.0%0.00%0.0%
Q4 2020$235,000
+13.5%
6720.0%0.00%
Q3 2020$207,000
-19.5%
672
-27.1%
0.00%
Q2 2020$257,000
+31.8%
9220.0%0.00%
Q1 2020$195,000
-1.5%
9220.0%0.00%
Q2 2019$198,000
-99.9%
922
+2.4%
0.00%
-100.0%
Q4 2018$154,539,000
-18.1%
9000.0%0.06%
-5.0%
Q3 2018$188,739,000
+7.6%
9000.0%0.06%
-3.2%
Q2 2018$175,455,000
+11.8%
9000.0%0.06%
-27.9%
Q1 2018$156,906,000
+26.6%
900
+28.6%
0.09%
+28.4%
Q4 2017$123,963,000
+56.4%
700
+40.0%
0.07%
+39.6%
Q3 2017$79,270,000
+8.0%
5000.0%0.05%0.0%
Q2 2017$73,365,000
+6.6%
5000.0%0.05%
+45.5%
Q1 2017$68,805,000
+7.5%
5000.0%0.03%
-25.0%
Q4 2016$64,025,0005000.04%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 42,383$11,715,00027.17%
Mathes Company, Inc. 31,655$8,750,0004.88%
Legacy Financial Strategies, LLC 35,377$9,779,0004.55%
SHELTON WEALTH MANAGEMENT, LLC 12,086$3,341,0002.98%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 196,690$54,367,0002.56%
Equitable Holdings, Inc. 460,750$127,356,0002.49%
AFT, FORSYTH & COMPANY, INC. 9,957$2,752,0002.46%
WestEnd Advisors, LLC 241,520$66,758,0002.24%
Karp Capital Management Corp 42,383$11,715,0002.20%
Destination Wealth Management 168,978$46,707,0001.96%
View complete list of ISHARES TR shareholders