Westside Investment Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 507 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Westside Investment Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$22,000
-4.3%
3370.0%0.00%
Q4 2021$23,0000.0%3370.0%0.00%
Q3 2021$23,000
-4.2%
3370.0%0.00%
Q2 2021$24,000
+4.3%
3370.0%0.00%
Q1 2021$23,000
+360.0%
337
+266.3%
0.00%
Q2 2020$5,000
-66.7%
92
-72.5%
0.00%
Q1 2020$15,000
-94.9%
334
-93.4%
0.00%
-100.0%
Q2 2019$297,000
-99.9%
5,065
+0.7%
0.00%
-99.0%
Q4 2018$264,225,000
+2.8%
5,030
+16.3%
0.10%
+7.8%
Q2 2018$256,978,000
-8.8%
4,324
-4.8%
0.09%
-41.9%
Q1 2018$281,758,000
+0.4%
4,541
+5.4%
0.16%
+2.0%
Q4 2017$280,525,000
+6.4%
4,308
-0.1%
0.15%
-4.4%
Q3 2017$263,772,000
+65.6%
4,313
+55.2%
0.16%
+52.9%
Q2 2017$159,292,000
+12.7%
2,779
+7.3%
0.10%
+52.9%
Q1 2017$141,386,0002,5890.07%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Global Beta Advisors LLC 2,752,873$170,403,00035.47%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 9,493,805$587,667,00030.98%
New England Professional Planning Group Inc. 470,353$29,103,00023.09%
AlphaCore Capital LLC 507,176$31,394,00019.04%
ESL Trust Services, LLC 652,905$40,415,00018.66%
AGILIS PARTNERS LLC 542,399$33,574,00017.90%
CAHABA WEALTH MANAGEMENT, INC. 785,859$48,644,00010.78%
Sequoia Financial Advisors, LLC 2,714,309$168,016,00010.67%
Pasadena Private Wealth, LLC 375,626$23,251,00010.20%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1,699,703$105,212,0009.53%
View complete list of ISHARES TR shareholders