Westside Investment Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 177 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 1.05 and the average weighting 0.1%.

Quarter-by-quarter ownership
Westside Investment Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,506
+10.7%
950.0%0.00%0.0%
Q2 2023$4,070
-2.1%
950.0%0.00%0.0%
Q1 2023$4,156
+103800.0%
950.0%0.00%
Q4 2022$4
-99.9%
950.0%0.00%
Q3 2022$3,0000.0%950.0%0.00%
Q2 2022$3,0000.0%950.0%0.00%
Q1 2022$3,000
+50.0%
950.0%0.00%
Q4 2021$2,0000.0%950.0%0.00%
Q3 2021$2,0000.0%950.0%0.00%
Q2 2021$2,0000.0%950.0%0.00%
Q1 2021$2,000
+100.0%
950.0%0.00%
Q4 2020$1,0000.0%950.0%0.00%
Q3 2020$1,0000.0%950.0%0.00%
Q2 2020$1,000
-50.0%
95
-44.1%
0.00%
Q1 2020$2,000
-83.3%
170
-51.4%
0.00%
Q2 2019$12,000
-99.9%
3500.0%0.00%
-100.0%
Q4 2018$10,906,000
-41.2%
350
-22.2%
0.00%
-42.9%
Q2 2018$18,558,000
+14.0%
4500.0%0.01%
-22.2%
Q1 2018$16,284,000
-12.5%
4500.0%0.01%
-10.0%
Q4 2017$18,612,000
+11.0%
4500.0%0.01%0.0%
Q3 2017$16,770,000
+6.2%
4500.0%0.01%0.0%
Q2 2017$15,786,000
+26.0%
450
+38.5%
0.01%
+66.7%
Q1 2017$12,526,0003250.01%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
AMG National Trust Bank 663,754$24,845,0001.72%
Summit X, LLC 65,331$2,444,0001.62%
INVESTMENT PARTNERS, LTD. 25,850$968,0000.83%
Brookstone Capital Management 184,159$6,893,0000.62%
Archford Capital Strategies, LLC 40,133$1,502,0000.56%
TWO SIGMA SECURITIES, LLC 152,914$5,724,0000.52%
SUMITOMO MITSUI FINANCIAL GROUP, INC. 93,873$3,514,0000.42%
Conservest Capital Advisors, Inc. 54,154$2,027,0000.32%
United Asset Strategies, Inc. 12,950$485,0000.28%
Stonebridge Capital Advisors LLC 26,709$1,000,0000.25%
View complete list of ISHARES TR shareholders