Goelzer Investment Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 238 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 3.52 and the average weighting 0.3%.

Quarter-by-quarter ownership
Goelzer Investment Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$425,006
-4.4%
6,6930.0%0.03%
-21.1%
Q2 2023$444,683
-2.1%
6,6930.0%0.04%
-2.6%
Q1 2023$454,254
+4.8%
6,6930.0%0.04%
+5.4%
Q4 2022$433,639
+10.6%
6,6930.0%0.04%
-5.1%
Q3 2022$392,000
-15.3%
6,6930.0%0.04%
-13.3%
Q2 2022$463,000
-7.8%
6,6930.0%0.04%
+4.7%
Q1 2022$502,000
-9.4%
6,6930.0%0.04%
-4.4%
Q4 2021$554,000
-2.5%
6,6930.0%0.04%
-10.0%
Q3 2021$568,000
-10.1%
6,6930.0%0.05%
-3.8%
Q2 2021$632,000
+1.9%
6,6930.0%0.05%
-5.5%
Q1 2021$620,000
+3.3%
6,6930.0%0.06%0.0%
Q4 2020$600,000
+2.7%
6,693
-11.5%
0.06%
+1.9%
Q3 2020$584,000
+11.7%
7,5630.0%0.05%
+8.0%
Q2 2020$523,000
+15.7%
7,5630.0%0.05%
-3.8%
Q1 2020$452,000
-18.7%
7,5630.0%0.05%
+8.3%
Q4 2019$556,000
+10.8%
7,5630.0%0.05%
+4.3%
Q3 2019$502,000
-4.9%
7,5630.0%0.05%
-6.1%
Q2 2019$528,000
-1.3%
7,5630.0%0.05%
-3.9%
Q1 2019$535,000
+25.9%
7,563
+13.0%
0.05%
-5.6%
Q4 2018$425,000
-10.1%
6,6930.0%0.05%
+1.9%
Q3 2018$473,000
-2.5%
6,693
-1.1%
0.05%
-5.4%
Q2 2018$485,000
-7.6%
6,7700.0%0.06%
-11.1%
Q1 2018$525,000
+1.7%
6,7700.0%0.06%
+8.6%
Q4 2017$516,000
+5.5%
6,7700.0%0.06%0.0%
Q3 2017$489,000
+7.0%
6,7700.0%0.06%
+3.6%
Q2 2017$457,000
+7.3%
6,7700.0%0.06%
+5.7%
Q1 2017$426,000
+14.5%
6,7700.0%0.05%
+10.4%
Q4 2016$372,000
-9.3%
6,7700.0%0.05%
-12.7%
Q3 2016$410,000
+10.8%
6,7700.0%0.06%
+7.8%
Q2 2016$370,0000.0%6,7700.0%0.05%
-3.8%
Q1 2016$370,000
+2.2%
6,7700.0%0.05%0.0%
Q4 2015$362,000
-3.7%
6,770
-5.0%
0.05%
-11.7%
Q3 2015$376,000
-20.2%
7,130
-4.6%
0.06%
-15.5%
Q2 2015$471,000
-1.5%
7,4750.0%0.07%
-1.4%
Q1 2015$478,000
-4.6%
7,475
-9.0%
0.07%
-5.3%
Q4 2014$501,000
-45.1%
8,215
-44.8%
0.08%
-49.7%
Q3 2014$912,000
-4.4%
14,878
-2.2%
0.15%
-4.4%
Q2 2014$954,000
-3.0%
15,218
-8.5%
0.16%
-9.7%
Q1 2014$983,000
-2.0%
16,6380.0%0.18%
-3.8%
Q4 2013$1,003,000
+3.4%
16,6380.0%0.18%
-8.1%
Q3 2013$970,000
-47.1%
16,638
-50.3%
0.20%
+1.5%
Q2 2013$1,832,000
+81.9%
33,444
+96.2%
0.20%
-10.6%
Q1 2013$1,007,00017,0500.22%
Other shareholders
ISHARES TR shareholders Q4 2020
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