Westside Investment Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 596 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.

Quarter-by-quarter ownership
Westside Investment Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$71,430
-0.7%
7370.0%0.02%
+5.0%
Q2 2023$71,931
-1.6%
7370.0%0.02%
-4.8%
Q1 2023$73,133
+102904.2%
7370.0%0.02%
Q4 2022$71
-99.9%
7370.0%0.00%
Q3 2022$70,000
-5.4%
7370.0%0.00%
Q2 2022$74,000
-3.9%
7370.0%0.00%
Q1 2022$77,000
-1.3%
7370.0%0.00%
Q4 2021$78,000
+1.3%
7370.0%0.00%
Q3 2021$77,000
-1.3%
7370.0%0.00%
Q2 2021$78,000
+1.3%
7370.0%0.00%
Q1 2021$77,000
+1.3%
7370.0%0.00%
Q4 2020$76,0000.0%7370.0%0.00%
Q3 2020$76,000
+1.3%
7370.0%0.00%
Q2 2020$75,000
+2.7%
7370.0%0.00%
Q1 2020$73,000
-1.4%
7370.0%0.00%
Q2 2019$74,000
-99.9%
7370.0%0.00%
-100.0%
Q4 2018$72,240,0007370.03%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Quaker Wealth Management, LLC 76,913$8,124,0009.32%
ALTFEST L J & CO INC 409,587$43,265,0009.06%
SCHRODERS IS Ltd 277,800$29,344,0008.92%
3EDGE Asset Management, LP 1,063,785$112,368,0008.86%
KEATING INVESTMENT COUNSELORS INC 167,985$17,744,0008.30%
KEYSTONE WEALTH PARTNERS 139,383$14,723,0008.12%
Deane Retirement Strategies, Inc. 131,822$13,924,0007.79%
LWS Wealth Advisors, Inc. 166,127$17,548,0007.69%
First Command Bank 409,117$43,215,0007.42%
First Command Financial Services, Inc. 409,117$43,215,0007.42%
View complete list of ISHARES TR shareholders