Westside Investment Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 84 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Westside Investment Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,123
-12.8%
3500.0%0.00%0.0%
Q2 2023$8,165
+0.2%
3500.0%0.00%0.0%
Q1 2023$8,145
+224.1%
3500.0%0.00%
-66.7%
Q4 2022$2,513
-100.0%
350
-66.7%
0.01%
-88.2%
Q3 2022$21,212,000
+501.9%
1,050
+200.0%
0.05%
+537.5%
Q2 2022$3,524,000
-0.0%
3500.0%0.01%0.0%
Q1 2022$3,525,000
-19.7%
3500.0%0.01%
-20.0%
Q4 2021$4,391,000
-11.8%
3500.0%0.01%
-9.1%
Q3 2021$4,980,000
-4.5%
3500.0%0.01%
-8.3%
Q2 2021$5,216,000
+13.8%
3500.0%0.01%0.0%
Q1 2021$4,582,000
-0.5%
3500.0%0.01%
-7.7%
Q4 2020$4,605,000
+18.0%
350
+16.7%
0.01%
+550.0%
Q3 2020$3,903,000
+2.6%
3000.0%0.00%0.0%
Q2 2020$3,804,0003000.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
RETIREMENT CAPITAL STRATEGIES 92,174$4,234,0001.72%
STRATEGIC WEALTH MANAGEMENT INC 45,501$2,090,0001.28%
Outlook Wealth Advisors, LLC 15,613$717,0000.26%
TCG Advisory Services, LLC 12,838$500,0000.23%
Wealthcare Advisory Partners LLC 55,097$2,531,0000.22%
Archer Investment Corp 7,000$321,580,0000.15%
BAKER TILLY WEALTH MANAGEMENT, LLC 6,198$285,0000.09%
Tolleson Wealth Management, Inc. 5,334$245,0000.08%
Wharton Business Group, LLC 21,110$970,0000.08%
NAPLES GLOBAL ADVISORS, LLC 6,415$295,0000.05%
View complete list of ISHARES TR shareholders