Evercore Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 152 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 2.45 and the average weighting 0.4%.

Quarter-by-quarter ownership
Evercore Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,848,736
-13.1%
29,114
-9.1%
0.04%
-10.3%
Q2 2023$2,127,007
-2.1%
32,0140.0%0.04%
-9.3%
Q1 2023$2,172,787
+1.5%
32,014
-3.1%
0.04%
-4.4%
Q4 2022$2,141,242
+10.7%
33,049
-0.0%
0.04%
+2.3%
Q3 2022$1,935,000
-19.5%
33,055
-4.9%
0.04%
-13.7%
Q2 2022$2,405,000
-13.1%
34,765
-5.8%
0.05%
+4.1%
Q1 2022$2,768,000
-40.2%
36,893
-34.1%
0.05%
-34.7%
Q4 2021$4,627,000
-6.7%
55,950
-4.2%
0.08%
-16.7%
Q3 2021$4,958,000
-13.4%
58,378
-3.7%
0.09%
-14.3%
Q2 2021$5,726,000
-3.3%
60,590
-5.2%
0.10%
-10.3%
Q1 2021$5,920,000
+3.7%
63,890
+0.3%
0.12%
-4.9%
Q4 2020$5,710,000
+15.4%
63,725
-0.6%
0.12%
+1.7%
Q3 2020$4,947,000
+7.0%
64,113
-4.1%
0.12%
-2.4%
Q2 2020$4,623,000
+4.5%
66,839
-9.8%
0.12%
-15.1%
Q1 2020$4,424,000
-26.4%
74,086
-9.4%
0.15%
-9.9%
Q4 2019$6,007,000
+6.6%
81,730
-3.8%
0.16%
-1.8%
Q3 2019$5,634,000
-7.9%
84,947
-3.1%
0.16%
-11.3%
Q2 2019$6,120,000
-14.8%
87,693
-13.7%
0.19%
-19.5%
Q1 2019$7,185,000
+10.6%
101,642
-0.6%
0.23%
-5.7%
Q4 2018$6,498,000
-1.8%
102,281
+9.2%
0.24%
+16.1%
Q3 2018$6,614,000
-0.8%
93,664
+0.7%
0.21%
-7.5%
Q2 2018$6,667,000
-6.1%
93,019
+1.6%
0.23%
-15.9%
Q1 2018$7,098,000
+0.2%
91,546
-1.4%
0.27%
+3.0%
Q4 2017$7,082,000
+2.9%
92,855
-2.6%
0.26%
-1.9%
Q3 2017$6,883,000
+4.8%
95,291
-2.1%
0.27%
+5.5%
Q2 2017$6,567,000
+7.7%
97,356
+0.5%
0.25%
+6.3%
Q1 2017$6,098,000
+12.3%
96,877
-2.0%
0.24%
+6.2%
Q4 2016$5,430,000
+14.7%
98,868
+26.4%
0.22%
+14.8%
Q3 2016$4,735,000
+8.2%
78,238
-2.2%
0.20%
+1.6%
Q2 2016$4,375,000
-12.1%
80,009
-12.2%
0.19%
-12.3%
Q1 2016$4,976,000
-22.7%
91,096
-24.5%
0.22%
-26.4%
Q4 2015$6,441,000
+437.6%
120,589
+430.6%
0.30%
+424.6%
Q3 2015$1,198,000
+256.5%
22,725
+326.1%
0.06%
+280.0%
Q2 2015$336,000
+18.3%
5,333
+20.4%
0.02%
+15.4%
Q1 2015$284,000
+30.9%
4,430
+24.3%
0.01%
+18.2%
Q4 2014$217,000
+181.8%
3,565
+191.0%
0.01%
+175.0%
Q2 2014$77,000
-14.4%
1,225
-20.8%
0.00%
-20.0%
Q1 2014$90,000
-1.1%
1,546
+2.5%
0.01%0.0%
Q4 2013$91,000
+313.6%
1,509
+293.0%
0.01%
+400.0%
Q3 2013$22,000
-91.7%
384
-92.1%
0.00%
-93.3%
Q2 2013$265,0004,8540.02%
Other shareholders
ISHARES TR shareholders Q1 2017
NameSharesValueWeighting ↓
Mizuho Bank, Ltd. 670,000$36,696,0005.35%
COLUMBIA CAPITAL LLC 80,900$4,431,0004.57%
Highmount Capital, LLC 317,775$17,405,0004.57%
Lattice Strategies LLC 87,510$4,793,0002.88%
NORTHSTAR ASSET MANAGEMENT Co LLC 117,400$6,430,0002.75%
Round Table Services, LLC 50,561$2,769,0002.20%
HABERER REGISTERED INVESTMENT ADVISOR INC 145,983$7,995,0002.19%
HIGH POINT BANK & TRUST CO 111,754$6,121,0002.07%
FLOW TRADERS U.S. LLC 119,457$6,542,0001.98%
Convergent Wealth Advisors 155,535$8,519,0001.55%
View complete list of ISHARES TR shareholders