Westside Investment Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 296 filers reported holding ISHARES TR in Q2 2021. 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$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 Q2 2021
NameSharesValueWeighting ↓
Hamilton Wealth, LLC 56,640$6,691,0005.30%
Stillwater Capital Advisors, LLC 99,954$11,808,0002.57%
Somerset Group LLC 20,983$2,479,0002.08%
CIM, LLC 40,330$4,764,0001.75%
Madden Advisory Services, Inc. 24,876$2,938,0001.57%
PETTYJOHN, WOOD & WHITE, INC 31,715$3,746,0001.22%
PATTEN & PATTEN INC/TN 84,421$9,973,0001.09%
Pettinga Financial Advisors LLC 15,520$1,833,0000.98%
AFT, FORSYTH & COMPANY, INC. 7,913$935,0000.81%
DAGCO, INC. 5,500$650,0000.70%
View complete list of ISHARES TR shareholders