Westside Investment Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 387 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.11 and the average weighting 0.2%.

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 Q4 2020
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 256,248$7,990,0005.36%
Fountainhead AM, LLC 324,535$10,119,0004.40%
First National Bank of Hutchinson 181,071$5,646,0003.22%
Berkeley Capital Partners, LLC 217,717$6,788,0002.79%
Gunma Bank,Ltd. 100,000$3,118,0002.73%
COWA, LLC 170,163$5,306,0002.67%
Sterling Financial Planning, Inc. 135,848$4,236,0002.65%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$28,000,0002.07%
Murphy, Middleton, Hinkle & Parker, Inc. 117,228$3,655,0001.95%
AGILIS PARTNERS LLC 121,247$3,780,0001.89%
View complete list of ISHARES TR shareholders