Westside Investment Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 211 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Westside Investment Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$33,847
-10.0%
4600.0%0.01%
-9.1%
Q2 2023$37,605
-2.3%
4600.0%0.01%0.0%
Q1 2023$38,507
+98635.9%
4600.0%0.01%
Q4 2022$39
-99.9%
4600.0%0.00%
Q3 2022$37,000
-5.1%
4600.0%0.00%
Q2 2022$39,000
-4.9%
4600.0%0.00%
Q1 2022$41,000
+32.3%
460
+27.8%
0.00%
Q4 2021$31,000
-13.9%
360
-21.7%
0.00%
Q3 2021$36,0000.0%4600.0%0.00%
Q2 2021$36,0000.0%4600.0%0.00%
Q1 2021$36,000
+2.9%
4600.0%0.00%
Q4 2020$35,000
+6.1%
460
+100.0%
0.00%
Q3 2020$33,000
+3.1%
2300.0%0.00%
Q2 2020$32,000
-13.5%
230
-14.8%
0.00%
Q1 2020$37,000
-64.4%
270
-61.2%
0.00%
Q2 2019$104,000
-99.8%
695
+40.4%
0.00%
-100.0%
Q4 2018$66,438,000
-0.2%
495
-1.2%
0.02%
+4.3%
Q2 2018$66,585,000
-2.4%
501
-7.2%
0.02%
-37.8%
Q1 2018$68,220,000
+6.4%
540
+10.4%
0.04%
+5.7%
Q4 2017$64,140,000
-2.4%
4890.0%0.04%
-12.5%
Q3 2017$65,684,000
+16.4%
489
+11.6%
0.04%
+8.1%
Q2 2017$56,414,000
+12.5%
438
+12.9%
0.04%
+54.2%
Q1 2017$50,125,0003880.02%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Destination Wealth Management 633,344$46,601,4351.81%
BOS Asset Management, LLC 25,014$1,840,5301.35%
Bellwether Advisors, LLC 63,241$4,653,2731.27%
First Citizens Financial Corp 22,528$1,657,6101.17%
LBMC INVESTMENT ADVISORS, LLC 120,663$8,573,1110.91%
TAP Consulting, LLC 31,479$2,316,2230.60%
Essex LLC 24,252$1,784,4620.50%
Family Firm, Inc. 23,625$1,738,3320.49%
HOLDERNESS INVESTMENTS CO 17,000$1,250,8940.49%
COUNTRY CLUB BANK /GFN 81,114$5,958,6330.48%
View complete list of ISHARES TR shareholders