Westside Investment Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 153 filers reported holding ISHARES TR in Q1 2020. 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$25,585
-20.5%
1,7500.0%0.01%
-22.2%
Q2 2023$32,200
-16.5%
1,750
-10.3%
0.01%
-18.2%
Q1 2023$38,571
+101402.6%
1,9500.0%0.01%
Q4 2022$38
-99.9%
1,9500.0%0.00%
Q3 2022$37,0000.0%1,9500.0%0.00%
Q2 2022$37,000
-9.8%
1,9500.0%0.00%
Q1 2022$41,0000.0%1,9500.0%0.00%
Q4 2021$41,000
-2.4%
1,9500.0%0.00%
Q3 2021$42,000
-6.7%
1,9500.0%0.00%
Q2 2021$45,000
-4.3%
1,9500.0%0.00%
Q1 2021$47,000
+17.5%
1,950
+34.5%
0.00%
Q4 2020$40,000
+73.9%
1,450
+16.0%
0.00%
Q3 2020$23,000
+53.3%
1,2500.0%0.00%
Q2 2020$15,000
-99.9%
1,250
-54.5%
0.00%
-100.0%
Q1 2020$14,336,000
+89500.0%
2,750
+75.4%
0.01%
Q2 2019$16,000
-99.9%
1,568
+0.1%
0.00%
-100.0%
Q4 2018$12,937,000
-74.7%
1,566
-29.2%
0.01%
-68.8%
Q3 2018$51,158,000
+275.1%
2,212
+41.6%
0.02%
+220.0%
Q2 2018$13,638,000
-6.7%
1,562
+0.3%
0.01%
-37.5%
Q1 2018$14,613,000
-1.7%
1,5570.0%0.01%0.0%
Q4 2017$14,862,000
+5.5%
1,557
+0.2%
0.01%
-11.1%
Q3 2017$14,083,000
+5.6%
1,5540.0%0.01%0.0%
Q2 2017$13,341,000
+1.3%
1,554
+0.3%
0.01%
+50.0%
Q1 2017$13,175,0001,5500.01%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Arosa Capital Management LP 2,950,000$56,316,00012.05%
Arlington Financial Advisors, LLC 1,236,135$23,598,00011.98%
Point72 Europe (London) LLP 3,617,300$69,199,00010.55%
ELEMENT POINTE ADVISORS, LLC 643,954$12,293,0007.06%
Florin Court Capital LLP 77,600$1,481,0005.04%
Total Wealth Planning, LLC 777,703$14,846,0004.22%
TOBIAS FINANCIAL ADVISORS, INC. 595,146$11,361,0004.01%
CONSILIO WEALTH ADVISORS, LLC 225,047$4,296,0003.37%
Arosa Capital Management LP 750,000$14,318,0003.06%
MIRABELLA FINANCIAL SERVICES LLP 1,519,692$29,026,0003.01%
View complete list of ISHARES TR shareholders