EVERMAY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 260 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 37.27 and the average weighting 0.3%.

Quarter-by-quarter ownership
EVERMAY WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$798
-94.3%
12
-94.2%
0.00%
-100.0%
Q1 2023$14,050
-43.0%
207
-45.5%
0.00%
-40.0%
Q4 2022$24,630
+12.0%
380
+0.5%
0.01%
+25.0%
Q3 2022$22,000
-15.4%
3780.0%0.00%
-20.0%
Q2 2022$26,000
-7.1%
3780.0%0.01%0.0%
Q1 2022$28,000
-9.7%
3780.0%0.01%
-16.7%
Q4 2021$31,000
-3.1%
378
+1.1%
0.01%0.0%
Q3 2021$32,000
-8.6%
3740.0%0.01%0.0%
Q2 2021$35,0003740.01%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
LOCKERMAN FINANCIAL GROUP, INC. 45,000$3,376,0009.13%
SUMITOMO LIFE INSURANCE CO 4,392,099$329,539,0008.15%
Analyst IMS Investment Management Services Ltd. 760,510$57,062,0005.06%
Strategic Point Investment Advisors, LLC 203,002$15,231,0003.48%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 55,805$4,156,0003.20%
OLD MISSION CAPITAL LLC 1,089,189$81,722,0002.30%
GFS Advisors, LLC 101,055$7,582,0001.60%
PICTET BANK & TRUST Ltd 33,450$2,510,0001.41%
ACIMA PRIVATE WEALTH, LLC 37,568$2,819,0001.30%
PROVIDA PENSION FUND ADMINISTRATOR 539,669$41,290,0751.28%
View complete list of ISHARES TR shareholders