Westside Investment Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 114 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.80 and the average weighting 0.2%.

Quarter-by-quarter ownership
Westside Investment Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,598
-75.9%
75
-75.0%
0.00%
-100.0%
Q2 2023$6,630
-4.6%
3000.0%0.00%0.0%
Q1 2023$6,948
+69380.0%
300
-35.5%
0.00%
Q4 2022$10
-99.9%
4650.0%0.00%
Q3 2022$9,000
-18.2%
4650.0%0.00%
Q2 2022$11,000
-15.4%
4650.0%0.00%
Q1 2022$13,000
-13.3%
4650.0%0.00%
Q4 2021$15,0000.0%4650.0%0.00%
Q3 2021$15,000
+200.0%
465
+181.8%
0.00%
Q2 2021$5,000
+150.0%
165
+153.8%
0.00%
Q1 2021$2,000
+100.0%
650.0%0.00%
Q4 2020$1,0000.0%650.0%0.00%
Q3 2020$1,0000.0%650.0%0.00%
Q2 2020$1,0000.0%650.0%0.00%
Q1 2020$1,000
-83.3%
65
-69.8%
0.00%
Q2 2019$6,000
-99.9%
2150.0%0.00%
-100.0%
Q4 2018$5,665,000
-4.7%
2150.0%0.00%0.0%
Q2 2018$5,945,000
+4.3%
2150.0%0.00%
-33.3%
Q1 2018$5,699,000
-10.2%
2150.0%0.00%0.0%
Q4 2017$6,344,000
-6.1%
2150.0%0.00%
-25.0%
Q3 2017$6,756,000
-0.5%
2150.0%0.00%0.0%
Q2 2017$6,789,000
+216.5%
215
+230.8%
0.00%
+300.0%
Q1 2017$2,145,000650.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Strengthening Families & Communities, LLC 216,281$4,6071.99%
First Citizens Financial Corp 35,966$766,0760.54%
Beta Wealth Group, Inc. 42,041$895,4650.53%
Econ Financial Services Corp 26,250$559,1250.41%
PGIM Custom Harvest LLC 487,450$10,382,6850.38%
Dakota Wealth Management 401,785$8,558,0160.38%
Antonetti Capital Management LLC 10,920$233,7630.36%
First Heartland Consultants, Inc. 80,681$1,7190.22%
Family Firm, Inc. 18,526$394,6120.11%
NBT BANK N A /NY 46,841$997,7140.10%
View complete list of ISHARES TR shareholders