Westside Investment Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 249 filers reported holding ISHARES TR in Q4 2020. 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$34,857
+0.2%
4660.0%0.01%0.0%
Q2 2023$34,788
+4.9%
4660.0%0.01%0.0%
Q1 2023$33,159
+94640.0%
466
+0.2%
0.01%
Q4 2022$35
-99.9%
465
+19.2%
0.00%
Q3 2022$26,000
-3.7%
3900.0%0.00%
Q2 2022$27,000
-15.6%
3900.0%0.00%
Q1 2022$32,000
+28.0%
390
+34.5%
0.00%
Q4 2021$25,000
+56.2%
290
+45.0%
0.00%
Q3 2021$16,0000.0%2000.0%0.00%
Q2 2021$16,000
+14.3%
2000.0%0.00%
Q1 2021$14,000
+7.7%
2000.0%0.00%
Q4 2020$13,000
+18.2%
200
+100.0%
0.00%
Q3 2020$11,0000.0%1000.0%0.00%
Q2 2020$11,000
+22.2%
1000.0%0.00%
Q1 2020$9,000
-25.0%
1000.0%0.00%
Q2 2019$12,000
-99.9%
1000.0%0.00%
-100.0%
Q4 2018$10,637,000
-9.5%
1000.0%0.00%0.0%
Q2 2018$11,758,000
+1.9%
1000.0%0.00%
-33.3%
Q1 2018$11,542,000
-4.4%
1000.0%0.01%
-14.3%
Q4 2017$12,074,000
+6.3%
1000.0%0.01%0.0%
Q3 2017$11,360,000
+5.1%
1000.0%0.01%0.0%
Q2 2017$10,810,0001000.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Annex Advisory Services, LLC 164,902$13,806,0004.67%
Peregrine Asset Advisers, Inc. 45,826$3,837,0003.15%
Quantitative Advantage, LLC 134,243$11,239,0002.81%
Institute for Wealth Management, LLC. 30,094$2,524,0002.40%
Nan Shan Life Insurance Co., Ltd. 204,305$17,104,0002.19%
ASSETMARK, INC 1,034,984$86,649,0002.00%
Jaffetilchin Investment Partners, LLC 62,050$5,195,0001.91%
Somerset Group LLC 24,329$2,037,0001.88%
BENJAMIN F. EDWARDS & COMPANY, INC. 76,816$6,431,0001.60%
PATTEN & PATTEN INC/TN 112,605$9,427,0001.50%
View complete list of ISHARES TR shareholders