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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $19,051,000 | -34.4% | 319,007 | -19.3% | 0.89% | -14.6% |
| Q4 2019 | $29,037,000 | +70.0% | 395,065 | +53.4% | 1.04% | +70.6% |
| Q3 2019 | $17,077,000 | +37.8% | 257,508 | +45.0% | 0.61% | +60.3% |
| Q2 2019 | $12,397,000 | +35.4% | 177,624 | +37.1% | 0.38% | +41.8% |
| Q1 2019 | $9,158,000 | +479.3% | 129,540 | +420.5% | 0.27% | +509.1% |
| Q4 2018 | $1,581,000 | +62.2% | 24,886 | +80.2% | 0.04% | +37.5% |
| Q3 2018 | $975,000 | -82.5% | 13,810 | -80.7% | 0.03% | -82.1% |
| Q1 2018 | $5,560,000 | +28.7% | 71,712 | +26.6% | 0.18% | +12.6% |
| Q4 2017 | $4,319,000 | +98.8% | 56,623 | +88.3% | 0.16% | +71.0% |
| Q3 2017 | $2,172,000 | -31.4% | 30,072 | -35.9% | 0.09% | -38.8% |
| Q2 2017 | $3,164,000 | +2971.8% | 46,909 | +2763.8% | 0.15% | +2940.0% |
| Q1 2017 | $103,000 | – | 1,638 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Core Wealth Advisors, Inc. | 85,751 | $7,946,000 | 7.01% |
| Analyst IMS Investment Management Services Ltd. | 464,011 | $42,995,000 | 5.76% |
| Accredited Investors Inc. | 404,533 | $37,484,000 | 5.02% |
| Granby Capital Management, LLC | 75,000 | $6,950,000 | 4.94% |
| H&H Retirement Design & Management INC | 86,856 | $8,100,000 | 4.87% |
| Strategic Point Investment Advisors, LLC | 190,015 | $17,607,000 | 4.66% |
| OLD MISSION CAPITAL LLC | 837,442 | $77,597,000 | 4.32% |
| Riggs Asset Managment Co. Inc. | 136,281 | $12,628,000 | 3.83% |
| WestEnd Advisors, LLC | 958,882 | $88,850,006,000 | 3.56% |
| LFA - Lugano Financial Advisors SA | 52,159 | $4,833,000 | 3.38% |