Westside Investment Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 157 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.30 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 Q3 2019
NameSharesValueWeighting ↓
Outlook Wealth Advisors, LLC 297,249$11,331,0004.64%
Dentgroup LLC 84,624$3,226,0003.59%
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 300,000$11,436,0003.09%
Williams Financial, LLC 98,312$3,748,0003.05%
AVAII WEALTH MANAGEMENT, LLC 72,378$2,759,0002.95%
Bernardo Wealth Planning LLC 120,678$4,600,0002.63%
Buttonwood Financial Group, LLC 60,179$2,275,0002.23%
SPC Financial, Inc. 460,559$17,557,0002.17%
EQ LLC 64,473$2,458,0001.94%
First Citizens Financial Corp 44,630$1,701,0001.50%
View complete list of ISHARES TR shareholders