Palisades Hudson Asset Management, L.P. - 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
Palisades Hudson Asset Management, L.P. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,244
-4.5%
19,5940.0%0.68%
+0.6%
Q2 2023$1,302
-1.8%
19,594
+0.3%
0.68%
-4.6%
Q1 2023$1,326
+4.7%
19,542
+0.0%
0.71%
+1.7%
Q4 2022$1,266
-99.8%
19,541
+65.3%
0.70%
+66.6%
Q3 2022$692,000
-15.4%
11,8190.0%0.42%
-8.7%
Q2 2022$818,000
-7.6%
11,819
+0.2%
0.46%
+11.1%
Q1 2022$885,000
-9.2%
11,7910.0%0.41%
-0.7%
Q4 2021$975,000
-1.2%
11,791
+1.5%
0.42%
-7.8%
Q3 2021$987,000
-10.1%
11,6170.0%0.45%
-8.0%
Q2 2021$1,098,000
-12.2%
11,617
-13.9%
0.49%
-17.6%
Q1 2021$1,250,000
+3.4%
13,4900.0%0.60%
-5.0%
Q4 2020$1,209,000
+16.8%
13,490
+0.6%
0.63%
-6.3%
Q3 2020$1,035,000
+11.5%
13,4100.0%0.67%
+5.4%
Q2 2020$928,000
+16.1%
13,410
+0.3%
0.63%
-6.5%
Q1 2020$799,000
-31.1%
13,371
-15.2%
0.68%
-8.6%
Q4 2019$1,159,000
+10.4%
15,769
-0.4%
0.74%
+1.4%
Q3 2019$1,050,000
-5.0%
15,8360.0%0.73%
-4.3%
Q2 2019$1,105,000
-1.3%
15,836
-0.0%
0.76%
+5.8%
Q1 2019$1,120,000
+11.8%
15,841
+0.5%
0.72%
+23.4%
Q4 2018$1,002,000
+35.8%
15,766
+50.7%
0.59%
+53.8%
Q3 2018$738,000
-5.9%
10,459
-4.4%
0.38%
-9.7%
Q2 2018$784,000
-4.5%
10,937
+3.2%
0.42%
-5.6%
Q1 2018$821,000
-0.5%
10,596
-2.1%
0.45%
-1.5%
Q4 2017$825,000
+7.1%
10,818
+1.5%
0.45%
+3.7%
Q3 2017$770,000
+51.9%
10,662
+41.9%
0.44%
+47.5%
Q2 2017$507,000
-0.2%
7,512
-6.9%
0.30%
-7.8%
Q1 2017$508,000
+14.7%
8,069
+0.0%
0.32%
+18.8%
Q4 2016$443,000
+25.5%
8,068
+38.3%
0.27%
+0.4%
Q3 2016$353,000
+8.6%
5,832
-1.8%
0.27%
+1.9%
Q2 2016$325,000
+19.9%
5,937
+19.7%
0.26%
+24.4%
Q1 2016$271,000
+2.3%
4,9590.0%0.21%
-4.9%
Q4 2015$265,000
-23.4%
4,959
-24.4%
0.22%
-27.5%
Q3 2015$346,000
+17.3%
6,561
+39.5%
0.31%
+21.7%
Q2 2015$295,000
-5.8%
4,702
-3.9%
0.25%
+4.5%
Q1 2015$313,000
+32.1%
4,895
+25.9%
0.24%
+30.6%
Q4 2014$237,0000.0%3,888
+0.6%
0.19%
-4.1%
Q3 2014$237,000
-12.2%
3,863
-10.5%
0.19%
-13.0%
Q2 2014$270,000
-4.6%
4,314
-10.1%
0.22%
-8.2%
Q1 2014$283,000
-4.7%
4,797
-2.4%
0.24%
-2.0%
Q4 2013$297,000
+15.1%
4,917
+11.2%
0.25%
+6.9%
Q3 2013$258,000
+7.1%
4,423
+0.5%
0.23%
+0.9%
Q2 2013$241,0004,4010.23%
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