Westside Investment Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 421 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.02 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 Q2 2021
NameSharesValueWeighting ↓
Eagle Bluffs Wealth Management LLC 348,672$9,033,4916.94%
FORTE ASSET MANAGEMENT LLC 335,587$8,694,5385.84%
COWA, LLC 305,044$7,749,5575.23%
Gunma Bank,Ltd. 246,000$6,2484.55%
Johnson & White Wealth Management, LLC 181,695$4,6154.17%
Fountainhead AM, LLC 470,482$11,950,2304.16%
Operose Advisors LLC 371,519$9,436,5783.74%
GDS Wealth Management 859,564$21,832,9263.43%
Kerntke Otto McGlone Wealth Management Group 127,836$3,247,0593.35%
Key Bridge Compliance, LLC 398,018$10,109,6453.16%
View complete list of ISHARES TR shareholders