Westside Investment Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 289 filers reported holding ISHARES TR in Q3 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$895,141
-4.7%
9,949
-0.8%
0.26%
-2.6%
Q2 2023$939,145
+7.2%
10,029
+0.5%
0.26%
+3.1%
Q1 2023$876,229
+106757.2%
9,983
+0.2%
0.26%
+12750.0%
Q4 2022$820
-99.9%
9,964
+0.0%
0.00%0.0%
Q3 2022$756,000
-4.2%
9,962
+1.8%
0.00%0.0%
Q2 2022$789,000
-22.6%
9,787
-7.0%
0.00%0.0%
Q1 2022$1,019,000
-21.7%
10,527
-14.1%
0.00%
-33.3%
Q4 2021$1,301,000
+8.1%
12,252
-2.4%
0.00%0.0%
Q3 2021$1,204,000
-5.9%
12,552
-6.4%
0.00%0.0%
Q2 2021$1,280,000
+9.0%
13,404
+0.2%
0.00%0.0%
Q1 2021$1,174,000
+0.6%
13,378
-5.6%
0.00%0.0%
Q4 2020$1,167,000
+5.9%
14,173
+89.1%
0.00%
+200.0%
Q3 2020$1,102,000
+9.1%
7,496
-0.8%
0.00%0.0%
Q2 2020$1,010,000
+18.0%
7,555
-3.2%
0.00%0.0%
Q1 2020$856,000
+1.3%
7,806
+12.5%
0.00%
-50.0%
Q2 2019$845,000
-99.8%
6,939
+43.7%
0.00%
-98.9%
Q4 2018$497,959,000
+16.0%
4,828
+26.8%
0.18%
+20.5%
Q2 2018$429,357,000
+41.0%
3,807
+34.2%
0.15%
-9.6%
Q1 2018$304,541,000
+7.8%
2,837
+14.6%
0.17%
+9.2%
Q4 2017$282,511,000
+21.2%
2,476
+12.2%
0.15%
+8.5%
Q3 2017$233,103,000
+31.6%
2,207
+27.2%
0.14%
+21.6%
Q2 2017$177,143,000
+88.1%
1,735
+79.8%
0.12%
+157.8%
Q1 2017$94,184,0009650.04%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Divergent Planning, LLC 120,469$12,787,0009.36%
SPINNAKER TRUST 1,061,737$112,810,0007.23%
Roof Eidam Maycock Peralta, LLC 165,837$17,620,0005.95%
WIN ADVISORS, INC 243,769$25,900,0005.93%
Prostatis Group LLC 88,294$9,381,2535.75%
Varma Mutual Pension Insurance Co 3,079,816$327,230,0004.76%
Tradewinds Capital Management, LLC 275,317$29,252,0004.48%
WJ Wealth Management, LLC 48,627$5,164,0003.09%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 50,209$5,335,0002.99%
Stewardship Advisors, LLC 75,584$8,031,0002.89%
View complete list of ISHARES TR shareholders