Westside Investment Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 374 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.86 and the average weighting 0.3%.

Quarter-by-quarter ownership
Westside Investment Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$11,430
-27.4%
450
-24.7%
0.00%
-25.0%
Q2 2023$15,746
-4.2%
5980.0%0.00%
-20.0%
Q1 2023$16,440
+102650.0%
5980.0%0.01%
Q4 2022$16
-99.9%
5980.0%0.00%
Q3 2022$13,000
-18.8%
5980.0%0.00%
Q2 2022$16,000
-11.1%
5980.0%0.00%
Q1 2022$18,0000.0%5980.0%0.00%
Q4 2021$18,0000.0%5980.0%0.00%
Q3 2021$18,000
-5.3%
5980.0%0.00%
Q2 2021$19,000
+5.6%
5980.0%0.00%
Q1 2021$18,000
+5.9%
5980.0%0.00%
Q4 2020$17,000
+21.4%
5980.0%0.00%
Q3 2020$14,000
+16.7%
598
+20.1%
0.00%
Q2 2020$12,000
+9.1%
4980.0%0.00%
Q1 2020$11,000
-26.7%
4980.0%0.00%
Q2 2019$15,000
-99.9%
4980.0%0.00%
-100.0%
Q4 2018$14,297,000
-25.2%
498
-16.7%
0.01%
-16.7%
Q3 2018$19,111,000
+20.6%
598
+20.1%
0.01%0.0%
Q2 2018$15,846,000
-2.3%
4980.0%0.01%
-33.3%
Q1 2018$16,214,000
-5.7%
4980.0%0.01%0.0%
Q4 2017$17,200,000
+72.4%
498
+67.1%
0.01%
+50.0%
Q3 2017$9,977,000
+2.8%
2980.0%0.01%0.0%
Q2 2017$9,702,000
+4.6%
2980.0%0.01%
+50.0%
Q1 2017$9,277,0002980.00%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
Curbstone Financial Management Corp 21,910$613,2610.14%
CHEMUNG CANAL TRUST CO 21,067$589,6640.12%
Fifth Third Wealth Advisors LLC 9,943$278,3050.09%
Fragasso Group Inc. 30,863$863,8570.08%
Lowe Wealth Advisors, LLC 2,410$67,4560.03%
Anchor Investment Management, LLC 5,325$149,0610.02%
Versant Capital Management, Inc 1,489$41,6770.01%
ST GERMAIN D J CO INC 820$22,9520.00%
View complete list of ISHARES TR shareholders