Westside Investment Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 370 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.95 and the average weighting 0.2%.

Quarter-by-quarter ownership
Westside Investment Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$53,439
-14.4%
197
-11.3%
0.02%
-16.7%
Q2 2023$62,459
+2.7%
2220.0%0.02%0.0%
Q1 2023$60,805
+106575.4%
222
+9.9%
0.02%
Q4 2022$57
-99.9%
2020.0%0.00%
Q3 2022$51,000
-5.6%
202
+0.5%
0.00%
Q2 2022$54,000
+25.6%
201
+33.1%
0.00%
Q1 2022$43,000
-4.4%
1510.0%0.00%
Q4 2021$45,000
+9.8%
1510.0%0.00%
Q3 2021$41,0000.0%151
+0.7%
0.00%
Q2 2021$41,000
+7.9%
1500.0%0.00%
Q1 2021$38,000
+5.6%
1500.0%0.00%
Q4 2020$36,000
+5.9%
1500.0%0.00%
Q3 2020$34,000
+30.8%
150
+21.0%
0.00%
Q2 2020$26,000
-18.8%
124
-28.7%
0.00%
Q1 2020$32,000
-96.2%
174
-96.0%
0.00%
-100.0%
Q2 2019$843,000
-99.9%
4,318
+2.9%
0.00%
-99.3%
Q4 2018$758,959,000
+31.4%
4,197
+29.8%
0.28%
+36.9%
Q2 2018$577,784,000
+14.2%
3,233
+7.5%
0.20%
-27.0%
Q1 2018$506,094,000
-7.2%
3,008
-1.5%
0.28%
-6.1%
Q4 2017$545,640,000
-5.6%
3,053
-8.5%
0.30%
-15.2%
Q3 2017$578,151,000
+12.7%
3,336
+7.8%
0.35%
+4.2%
Q2 2017$513,087,000
+6.9%
3,096
-0.0%
0.34%
+46.3%
Q1 2017$480,175,0003,0970.23%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Sowa Financial Group, Inc. 32,393$8,938,0005.80%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 43,437$11,985,0005.64%
First Citizens Financial Corp 18,623$5,138,0004.10%
Oakworth Capital, Inc. 75,593$20,858,0002.02%
HC Advisors, LLC 11,130$3,071,0002.02%
PGIM Custom Harvest LLC 39,677$10,948,0001.66%
TrueWealth Advisors, LLC 9,506$2,623,0001.48%
Mine & Arao Wealth Creation & Management, LLC. 8,347$2,303,0001.38%
PETTYJOHN, WOOD & WHITE, INC 20,138$5,556,0001.23%
AUA CAPITAL MANAGEMENT, LLC 6,330$1,747,0001.11%
View complete list of ISHARES TR shareholders