EVERMAY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 177 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.

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 Q3 2023
NameSharesValueWeighting ↓
Analyst IMS Investment Management Services Ltd. 771,612$52,4623.98%
Guild Investment Management, Inc. 36,880$2,503,0463.84%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 55,805$3,794,1823.73%
Accredited Investors Inc. 720,155$48,876,9123.71%
OVERSEA-CHINESE BANKING Corp Ltd 872,844$59,231,5312.95%
Horizon Investments, LLC 1,268,756$86,110,4702.55%
GFG Capital, LLC 8,417$11,277,9962.42%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 149,222$10,145,6042.32%
Moneda S.A. Administradora General de Fondos 30,016$2,037,1862.30%
Fullerton Fund Management Co Ltd. 377,100$25,593,7771.95%
View complete list of ISHARES TR shareholders