Strategic Point Investment Advisors, 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
Strategic Point Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$15,231,000
-9.3%
203,002
+0.0%
3.48%
-8.1%
Q4 2021$16,787,000
+1.6%
202,990
+4.3%
3.79%
-6.4%
Q3 2021$16,522,000
-9.0%
194,532
+1.3%
4.05%
-8.3%
Q2 2021$18,151,000
+3.1%
192,074
+1.1%
4.41%
-5.4%
Q1 2021$17,607,000
-2.6%
190,015
+1.2%
4.66%
-6.9%
Q4 2020$18,072,000
+29.0%
187,705
+1.9%
5.01%
+121.8%
Q3 2020$14,008,000
+106.9%
184,274
+103.6%
2.26%
+1.9%
Q2 2020$6,771,000
+26.1%
90,500
+0.6%
2.22%
-3.8%
Q1 2020$5,370,000
-19.6%
89,920
-1.1%
2.30%
-5.6%
Q4 2019$6,679,000
+12.3%
90,879
+1.3%
2.44%
+4.9%
Q3 2019$5,948,000
-6.2%
89,699
-1.2%
2.33%
-13.5%
Q2 2019$6,339,000
-6.8%
90,834
-5.6%
2.69%
-12.0%
Q1 2019$6,805,000
+2.4%
96,269
-7.9%
3.06%
-2.8%
Q4 2018$6,643,000
-16.5%
104,567
-7.3%
3.14%
+1529.0%
Q3 2018$7,960,000
-55.5%
112,743
-54.8%
0.19%
-97.2%
Q2 2018$17,875,000
-5.5%
249,415
+2.3%
7.01%
-9.7%
Q1 2018$18,911,000
+2.7%
243,923
+1.0%
7.76%
+7.6%
Q4 2017$18,413,000
+1.3%
241,390
-4.1%
7.21%
+6.6%
Q3 2017$18,170,000
+7.8%
251,600
+0.6%
6.77%
+3.0%
Q2 2017$16,862,000
+297.1%
250,000
+270.5%
6.57%
+20437.5%
Q1 2017$4,246,000
+14.1%
67,470
-0.4%
0.03%
-97.9%
Q4 2016$3,722,000
-8.5%
67,760
+0.8%
1.53%
-14.0%
Q3 2016$4,068,000
+9.3%
67,225
-1.3%
1.78%
+6.7%
Q2 2016$3,722,000
+0.2%
68,080
+0.1%
1.66%
-0.4%
Q1 2016$3,714,00067,9951.67%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
SUMITOMO LIFE INSURANCE CO 4,392,099$363,227,0008.64%
LOCKERMAN FINANCIAL GROUP, INC. 35,240$2,914,0007.62%
Analyst IMS Investment Management Services Ltd. 607,570$50,519,0004.80%
Strategic Point Investment Advisors, LLC 202,990$16,787,0003.79%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 55,805$4,640,0003.35%
Arlington Financial Advisors, LLC 78,147$6,463,0002.19%
GFS Advisors, LLC 136,900$11,322,0001.87%
PROVIDA PENSION FUND ADMINISTRATOR 1,086,498$91,592,0001.72%
Frontier Asset Management, LLC 24,904$2,060,0001.52%
PICTET BANK & TRUST Ltd 35,000$2,895,0001.49%
View complete list of ISHARES TR shareholders