SIGNATUREFD, LLC - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 263 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 10.04 and the average weighting 0.3%.

Quarter-by-quarter ownership
SIGNATUREFD, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$4,535
-24.4%
70
-5.4%
0.00%
Q3 2021$6,000
-33.3%
74
-26.0%
0.00%
Q2 2021$9,000
+12.5%
100
+11.1%
0.00%
Q1 2021$8,000
+100.0%
90
+80.0%
0.00%
Q4 2020$4,000
+300.0%
50
+150.0%
0.00%
Q1 2020$1,000
-96.4%
20
-95.0%
0.00%
-100.0%
Q3 2018$28,000
-91.3%
397
-91.1%
0.00%
-91.7%
Q2 2018$321,000
+1088.9%
4,483
+1180.9%
0.04%
+1100.0%
Q1 2018$27,000
-82.5%
350
-86.3%
0.00%
-86.4%
Q3 2016$154,000
-62.6%
2,550
-66.2%
0.02%
-63.3%
Q2 2016$412,000
-96.2%
7,537
-96.2%
0.06%
-96.7%
Q1 2016$10,794,000
-18.2%
197,592
-20.0%
1.84%
-28.0%
Q4 2015$13,199,000
+193.2%
247,120
+189.5%
2.56%
+148.9%
Q3 2015$4,502,000
-17.2%
85,349
-1.1%
1.03%
-12.8%
Q2 2015$5,434,000
+11.0%
86,256
+12.8%
1.18%
-0.8%
Q1 2015$4,895,000
+25.8%
76,484
+19.8%
1.19%
+22.6%
Q4 2014$3,892,000
+48.2%
63,868
+49.1%
0.97%
+13.1%
Q3 2014$2,626,000
+28.5%
42,827
+31.4%
0.86%
+20.4%
Q2 2014$2,044,000
+28.4%
32,604
+21.0%
0.71%
+10.9%
Q1 2014$1,592,000
+684.2%
26,948
+702.5%
0.64%
+766.2%
Q4 2013$203,000
+3.6%
3,3580.0%0.07%
-11.9%
Q3 2013$196,000
-27.9%
3,358
-32.3%
0.08%
-40.0%
Q2 2013$272,0004,9590.14%
Other shareholders
ISHARES TR shareholders Q3 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