Callan Capital, LLC - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 173 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 3.94 and the average weighting 0.5%.

Quarter-by-quarter ownership
Callan Capital, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2020$408,000
+16.2%
5,905
+0.4%
0.10%
-5.6%
Q1 2020$351,000
-18.8%
5,8830.0%0.11%
-9.2%
Q4 2019$432,000
+10.8%
5,8830.0%0.12%
+6.2%
Q3 2019$390,000
-5.1%
5,8830.0%0.11%
-15.2%
Q2 2019$411,000
-1.2%
5,8830.0%0.13%
-2.9%
Q1 2019$416,000
+11.2%
5,8830.0%0.14%0.0%
Q4 2018$374,000
-9.9%
5,8830.0%0.14%
-0.7%
Q3 2018$415,000
-1.7%
5,8830.0%0.14%
-6.2%
Q2 2018$422,000
-7.5%
5,8830.0%0.15%
-1.4%
Q1 2018$456,000
+1.6%
5,8830.0%0.15%
-5.1%
Q4 2017$449,000
+5.6%
5,8830.0%0.16%
-1.9%
Q3 2017$425,000
+7.1%
5,8830.0%0.16%
+6.0%
Q2 2017$397,000
+7.3%
5,8830.0%0.15%
+1.4%
Q1 2017$370,000
+14.6%
5,8830.0%0.15%
+2.1%
Q4 2016$323,000
-27.3%
5,883
-19.8%
0.14%
-20.8%
Q3 2016$444,000
-0.7%
7,331
-10.3%
0.18%
+0.5%
Q2 2016$447,000
-8.4%
8,172
-8.5%
0.18%
-11.2%
Q1 2016$488,000
+2.3%
8,9300.0%0.20%
+8.5%
Q4 2015$477,000
-6.8%
8,930
-7.9%
0.19%
-32.0%
Q3 2015$512,000
-76.9%
9,697
-72.5%
0.28%
-40.3%
Q2 2015$2,220,000
-5.4%
35,232
-3.9%
0.47%
-6.6%
Q1 2015$2,346,000
+4.5%
36,653
-0.6%
0.50%
-2.2%
Q4 2014$2,246,000
+41.0%
36,862
+41.9%
0.51%
+15.6%
Q3 2014$1,593,000
-7.1%
25,984
-4.9%
0.44%
-3.7%
Q2 2014$1,714,000
+6.7%
27,334
+0.6%
0.46%
-14.6%
Q1 2014$1,606,000
-7.5%
27,171
-5.7%
0.54%
-19.3%
Q4 2013$1,737,000
+3.5%
28,8060.0%0.66%
-17.1%
Q3 2013$1,679,000
+6.4%
28,8060.0%0.80%
-11.1%
Q2 2013$1,578,00028,8060.90%
Other shareholders
ISHARES TR shareholders Q2 2017
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