Westside Investment Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 243 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Westside Investment Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,041,313
-4.5%
115,322
-0.7%
1.45%
-2.6%
Q2 2023$5,281,002
+0.3%
116,172
+1.8%
1.49%
-3.6%
Q1 2023$5,264,432
+2308.1%
114,072
-0.8%
1.55%
+187.4%
Q4 2022$218,610
-99.9%
115,037
-8.8%
0.54%
+1.7%
Q3 2022$221,220,000
-68.6%
126,094
-7.9%
0.53%
-66.9%
Q2 2022$705,040,000
+0.0%
136,914
+7.0%
1.60%
+3.2%
Q1 2022$704,941,000
+92.9%
127,961
+12.6%
1.55%
+85.5%
Q4 2021$365,460,000
+0.2%
113,626
+16.4%
0.83%
-0.8%
Q3 2021$364,678,000
-1.7%
97,586
+7.8%
0.84%
-2.2%
Q2 2021$370,881,000
+208.2%
90,526
+8.2%
0.86%
+170.4%
Q1 2021$120,348,000
+6.0%
83,686
+2.7%
0.32%
+2.3%
Q4 2020$113,496,000
-39.9%
81,459
+3.2%
0.31%
+261.6%
Q3 2020$189,000,000
+0.2%
78,952
+3.4%
0.09%
-22.5%
Q2 2020$188,683,000
+73.3%
76,322
+1.2%
0.11%
+50.0%
Q1 2020$108,854,000
+4.2%
75,422
+0.4%
0.07%
-68.0%
Q2 2019$104,489,000
-97.2%
75,132
-1.4%
0.23%
-83.2%
Q4 2018$3,753,288,000
+3764.6%
76,214
+3710.7%
1.37%
+4332.3%
Q3 2018$97,120,000
-96.8%
2,000
-96.7%
0.03%
-97.1%
Q2 2018$2,999,492,000
+20.2%
60,989
+21.8%
1.06%
-23.0%
Q1 2018$2,496,427,000
+107.5%
50,079
+111.6%
1.37%
+110.3%
Q4 2017$1,202,928,000
+19.9%
23,666
+20.2%
0.65%
+7.6%
Q3 2017$1,003,436,000
+4.0%
19,693
+3.5%
0.61%
-3.7%
Q2 2017$964,561,000
+4.0%
19,023
+3.8%
0.63%
+42.0%
Q1 2017$927,751,00018,3350.44%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
ZRC WEALTH MANAGEMENT, LLC 441,611$19,305,03816.67%
MCMORGAN & CO LLC 2,034,125$88,921,78416.44%
Williams Financial, LLC 456,586$19,959,65015.16%
High Falls Advisors, Inc 986,973$43,145,54212.95%
ONE Advisory Partners, LLC 470,175$20,553,69812.01%
Keystone Financial Services 445,919$19,493,34510.32%
Sharkey, Howes & Javer 1,147,311$50,154,7169.61%
Private Ocean, LLC 1,632,359$71,358,5689.06%
TNF LLC 446,550$19,023,0498.83%
Compass Ion Advisors, LLC 1,102,715$48,205,2148.27%
View complete list of ISHARES TR shareholders