Westside Investment Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 213 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Westside Investment Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$147,299
-11.0%
1,460
-6.4%
0.04%
-10.6%
Q2 2023$165,422
+13.1%
1,560
+6.8%
0.05%
+9.3%
Q1 2023$146,234
+104352.9%
1,4600.0%0.04%
Q4 2022$140
-99.9%
1,460
+15.9%
0.00%
Q3 2022$105,000
-5.4%
1,2600.0%0.00%
Q2 2022$111,000
-15.9%
1,2600.0%0.00%
Q1 2022$132,000
-7.0%
1,2600.0%0.00%
Q4 2021$142,000
+5.2%
1,2600.0%0.00%
Q3 2021$135,000
-3.6%
1,2600.0%0.00%
Q2 2021$140,000
+5.3%
1,2600.0%0.00%
Q1 2021$133,000
+9.0%
1,2600.0%0.00%
Q4 2020$122,000
-6.2%
1,260
+61.5%
0.00%
Q3 2020$130,000
-1.5%
780
-11.4%
0.00%
Q2 2020$132,000
+46.7%
880
+20.5%
0.00%
Q1 2020$90,000
-21.7%
7300.0%0.00%
Q2 2019$115,000
-99.9%
730
-40.7%
0.00%
-100.0%
Q4 2018$158,091,000
-89.5%
1,230
-92.5%
0.06%
-88.0%
Q3 2018$1,511,740,000
+719.0%
16,509
+1186.7%
0.48%
+643.1%
Q2 2018$184,576,000
-2.4%
1,283
-3.7%
0.06%
-37.5%
Q1 2018$189,104,000
-4.8%
1,332
+2.3%
0.10%
-3.7%
Q4 2017$198,727,000
+8.8%
1,3020.0%0.11%
-1.8%
Q3 2017$182,666,000
+5.9%
1,302
+0.1%
0.11%
-2.7%
Q2 2017$172,512,000
+5.9%
1,301
-0.1%
0.11%
+44.9%
Q1 2017$162,832,000
-73.8%
1,302
-79.8%
0.08%
-81.6%
Q4 2016$621,489,0006,4380.42%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
New England Investment & Retirement Group, Inc. 180,977$20,110,0004.37%
MORGAN JESS S & CO INC 42,600$4,734,0003.11%
First Citizens Financial Corp 36,601$4,067,0003.08%
MinichMacGregor Wealth Management, LLC 76,514$8,502,0002.98%
MAGNOLIA CAPITAL MANAGEMENT LTD 24,816$2,758,0002.66%
Modus Advisors, LLC 43,988$4,888,0002.06%
Cadent Capital Advisors, LLC 37,856$4,207,0001.75%
Kesler, Norman & Wride, LLC 55,576$6,259,0001.44%
PLANNING DIRECTIONS INC 14,943$1,660,0001.21%
Frank, Rimerman Advisors LLC 26,416$2,935,3461.15%
View complete list of ISHARES TR shareholders