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 ↓
Core Wealth Advisors, Inc. 85,751$7,946,0007.01%
Analyst IMS Investment Management Services Ltd. 464,011$42,995,0005.76%
Accredited Investors Inc. 404,533$37,484,0005.02%
Granby Capital Management, LLC 75,000$6,950,0004.94%
H&H Retirement Design & Management INC 86,856$8,100,0004.87%
Strategic Point Investment Advisors, LLC 190,015$17,607,0004.66%
OLD MISSION CAPITAL LLC 837,442$77,597,0004.32%
Riggs Asset Managment Co. Inc. 136,281$12,628,0003.83%
WestEnd Advisors, LLC 958,882$88,850,006,0003.56%
LFA - Lugano Financial Advisors SA 52,159$4,833,0003.38%
View complete list of ISHARES TR shareholders