Westside Investment Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 648 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Westside Investment Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$20,805
-3.7%
2880.0%0.01%0.0%
Q2 2023$21,600
+4.9%
2880.0%0.01%0.0%
Q1 2023$20,595
+108294.7%
2880.0%0.01%
Q4 2022$19
-99.9%
2880.0%0.00%
Q3 2022$18,0000.0%2880.0%0.00%
Q2 2022$18,000
-18.2%
2880.0%0.00%
Q1 2022$22,000
-8.3%
2880.0%0.00%
Q4 2021$24,000
+50.0%
288
+44.0%
0.00%
Q2 2021$16,000
+6.7%
2000.0%0.00%
Q1 2021$15,000
+7.1%
2000.0%0.00%
Q4 2020$14,000
+27.3%
200
+300.0%
0.00%
Q3 2020$11,0000.0%500.0%0.00%
Q2 2020$11,000
+37.5%
500.0%0.00%
Q1 2020$8,000
-27.3%
500.0%0.00%
Q2 2019$11,000
-99.9%
500.0%0.00%
-100.0%
Q4 2018$9,561,000
-15.1%
500.0%0.00%0.0%
Q2 2018$11,258,000
+5.7%
500.0%0.00%
-33.3%
Q1 2018$10,650,000
-4.1%
500.0%0.01%0.0%
Q4 2017$11,106,000
+8.3%
500.0%0.01%0.0%
Q3 2017$10,257,000
+4.3%
500.0%0.01%0.0%
Q2 2017$9,832,000
+4.4%
500.0%0.01%
+50.0%
Q1 2017$9,418,000500.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,506$14,739,00012.84%
Capital Directions Investment Advisors, LLC 143,579$31,348,0009.85%
Broadview Financial Management, LLC 42,034$9,177,0009.06%
Pinnacle Family Advisors, LLC 63,881$13,947,0007.96%
Howard Capital Management Inc. 203,248$44,375,0005.60%
Monument Capital Management 34,181$7,280,0004.98%
Perkins Coie Trust Co 44,164$9,642,0004.79%
LVZ, Inc. 71,563$15,624,0004.24%
Capital Advisors, Ltd. LLC 58,064$12,677,0004.10%
Starfire Investment Advisers, Inc. 32,269$7,045,0003.67%
View complete list of ISHARES TR shareholders