Westside Investment Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 454 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.66 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 Q3 2023
NameSharesValueWeighting ↓
CONSOLIDATED CAPITAL MANAGEMENT, LLC 46,794$11,507,0007.35%
Sowa Financial Group, Inc. 30,388$7,473,0005.03%
First Citizens Financial Corp 19,195$4,672,0004.07%
JGP Wealth Management, LLC 58,474$14,776,0003.42%
Oakworth Capital, Inc. 95,927$23,589,0003.06%
HC Advisors, LLC 12,738$3,132,0002.14%
Cadent Capital Advisors, LLC 16,091$3,957,0001.95%
Kesler, Norman & Wride, LLC 28,270$6,952,0001.94%
PETTYJOHN, WOOD & WHITE, INC 22,458$5,523,0001.41%
Mine & Arao Wealth Creation & Management, LLC. 7,900$1,943,0001.40%
View complete list of ISHARES TR shareholders