iShares Trust - iShares TIPS Bond ETF
CL ˙ SNSE ˙ US4642871762
SecurityCL:TIP / iShares Trust - iShares TIPS Bond ETF
InstitutionWestside Investment Management, Inc.
Latest Disclosed Ownership689 shares
Latest Disclosed Value $ 76,038
Westside Investment Management, Inc. ownership in TIP / iShares Trust - iShares TIPS Bond ETF

On May 4, 2026 - Westside Investment Management, Inc. filed a 13F-HR form disclosing ownership of 689 shares of iShares Trust - iShares TIPS Bond ETF (CL:TIP) valued at $76,038 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 689 shares of iShares Trust - iShares TIPS Bond ETF. This represents a change in shares of 0.00% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-04 2026-03-31 13F ISHARES TIPS ETF 464287176 689 0 0.00 76 1.33 0.0057
2026-01-23 2025-12-31 13F ISHARES TIPS ETF 464287176 689 0 0.00 76 -1.32 0.0121
2025-11-04 2025-09-30 13F ISHARES TIPS ETF 464287176 689 0 0.00 77 1.33 0.0122
2025-08-05 2025-06-30 13F ISHARES TIPS ETF 464287176 689 -497 -41.91 76 -42.75 0.0141
2025-04-25 2025-03-31 13F ISHARES TIPS ETF 464287176 1,186 0 0.00 132 3.97 0.0281
2025-01-17 2024-12-31 13F ISHACOM TIPS ETF 464287176 1,186 -50 -4.05 126 -7.35 0.0266
2024-11-20 2024-09-30 13F ISHARES TIPS ETF 464287176 1,236 -100 -7.49 136 -4.23 0.0291
2024-07-17 2024-06-30 13F ISHARES TIPS ETF 464287176 1,336 -495 -27.03 143 -27.55 0.0327
2024-04-19 2024-03-31 13F ISHARES TIPS ETF 464287176 1,831 0 0.00 197 0.00 0.0471
2024-01-12 2023-12-31 13F ISHARES TIPS ETF 464287176 1,831 -440 -19.37 197 -16.60 0.0503
2023-11-15 2023-09-30 13F ISHARES TIPS ETF 464287176 2,271 0 0.00 236 -3.69 0.0678
2023-07-14 2023-06-30 13F ISHARES TIPS ETF 464287176 2,271 -1,033 -31.27 244 -32.78 0.0690
2023-05-17 2023-03-31 13F ISHARES TIPS ETF 464287176 3,304 0 0.00 364 2,168.75 0.1068
2023-01-31 2022-12-31 13F ISHARES TIPS ETF 464287176 3,304 -1,002 -23.27 16 -69.81 0.0402
2022-11-09 2022-09-30 13F ISHARES TIPS ETF 464287176 4,306 -4,097 -48.76 53 194.44 0.1277
2022-07-15 2022-06-30 13F ISHARES TIPS ETF 464287176 8,403 -7,208 -46.17 18 -10.00 0.0418
2022-04-25 2022-03-31 13F ISHARES TIPS ETF 464287176 15,611 -1,374 -8.09 21 -4.76 0.0451
2022-02-15 2021-12-31 13F ISHARES TR TIPS BD ETF 464287176 16,985 134 0.80 22 0.00 0.0492
2021-10-27 2021-09-30 13F ISHARES TR TIPS BD ETF 464287176 16,851 61 0.36 21 0.00 0.0491
2021-07-28 2021-06-30 13F ISHARES TR TIPS BD ETF 464287176 16,790 635 3.93 21 5.00 0.0494
2021-04-14 2021-03-31 13F ISHARES TR TIPS BD ETF 464287176 16,155 -1,655 -9.29 21 -4.76 0.0550
2021-01-15 2020-12-31 13F ISHARES TR TIPS BD ETF 464287176 17,810 -4,706 -20.90 21 -55.32 0.0587
2020-10-14 2020-09-30 13F ISHARES TR TIPS BD ETF 464287176 22,516 -1,657 -6.85 47 74.07 0.0214
2020-07-21 2020-06-30 13F ISHARES TR TIPS BD ETF 464287176 24,173 442 1.86 28 3.85 0.0162
2020-04-16 2020-03-31 13F ISHARES TR TIPS BD ETF 464287176 23,731 -6,197 -20.71 26 766.67 0.0180
2019-07-24 2019-06-30 13F ISHARES TIPS ETF 464287176 29,928 7,061 30.88 3 -99.88 0.0076
2019-02-05 2018-12-31 13F ISHARES TR TIPS BD ETF 464287176 22,867 7,373 47.59 2,504 46.69 0.9171
2018-11-08 2018-09-30 13F ISHARES TIPS ETF 464287176 15,494 4,784 44.67 1,707 41.78 0.5459
2018-08-13 2018-06-30 13F ISHARES TIPS ETF 464287176 10,710 673 6.71 1,205 6.36 0.4240
2018-04-16 2018-03-31 13F ISHARES TIPS BOND ETF 464287176 10,037 629 6.69 1,133 5.79 0.6223
2018-02-15 2017-12-31 13F ISHARES TIPS ETF 464287176 9,408 220 2.39 1,071 2.69 0.5800
2017-11-13 2017-09-30 13F ISHARES TIPS ETF 464287176 9,188 2,111 29.83 1,042 31.07 0.6290
2017-09-14 2017-06-30 13F/A-1 ISHARES TIPS ETF 464287176 7,077 1,120 18.80 796 16.23 0.5191
2017-08-15 2017-06-30 13F ISHARES TIPS ETF 464287176 4,183 -1,774 370
2017-05-11 2017-03-31 13F ISHARES TIPS ETF 464287176 5,957 1,360 29.58 684 30.53 0.3267
2017-05-11 2016-12-31 13F ISHARES TIPS ETF 464287176 4,597 4,597 524 0.3568
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.