OARSMAN CAPITAL, 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
OARSMAN CAPITAL, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$349,441
-6.6%
5,503
-2.3%
0.15%
-11.0%
Q2 2023$374,124
-6.3%
5,631
-4.3%
0.16%
-12.3%
Q1 2023$399,143
+3.0%
5,881
-1.7%
0.19%
-5.6%
Q4 2022$387,509
+11.7%
5,981
+0.8%
0.20%
+6.5%
Q3 2022$347,000
-22.5%
5,931
-8.5%
0.19%
-16.2%
Q2 2022$448,000
-5.5%
6,481
+2.6%
0.22%
+20.0%
Q1 2022$474,000
-9.2%
6,3160.0%0.18%
-10.2%
Q4 2021$522,000
-6.1%
6,316
-3.5%
0.21%
-8.4%
Q3 2021$556,000
-10.6%
6,546
-0.5%
0.22%
-8.9%
Q2 2021$622,000
-12.0%
6,581
-13.8%
0.25%
-19.3%
Q1 2021$707,000
-0.7%
7,631
-3.9%
0.31%
+10.5%
Q4 2020$712,000
+15.2%
7,941
-0.9%
0.28%
-0.4%
Q3 2020$618,000
+8.2%
8,011
-3.0%
0.28%
-1.4%
Q2 2020$571,000
-5.5%
8,261
+0.5%
0.28%
+2.2%
Q4 2019$604,000
+10.8%
8,2180.0%0.28%
+6.6%
Q3 2019$545,000
-6.2%
8,218
-1.2%
0.26%
-1.5%
Q2 2019$581,000
-3.2%
8,318
-2.1%
0.26%
-7.7%
Q1 2019$600,000
+13.0%
8,493
+1.6%
0.28%
+4.8%
Q4 2018$531,000
-1.8%
8,363
+9.1%
0.27%
+24.8%
Q3 2018$541,000
+28.8%
7,667
+30.9%
0.22%
+14.1%
Q2 2018$420,000
+1.2%
5,857
+9.4%
0.19%
+1.1%
Q1 2018$415,000
-1.0%
5,352
-2.5%
0.19%
+5.0%
Q4 2017$419,000
-5.8%
5,487
-10.9%
0.18%
-4.3%
Q3 2017$445,000
+5.2%
6,157
-1.8%
0.19%
-2.6%
Q2 2017$423,000
+7.4%
6,2670.0%0.19%
+5.5%
Q1 2017$394,000
+11.9%
6,267
-2.1%
0.18%
-19.4%
Q4 2016$352,000
-9.3%
6,402
-0.1%
0.23%
+14.6%
Q3 2016$388,000
+10.2%
6,407
-0.5%
0.20%
+8.2%
Q2 2016$352,000
-1.1%
6,437
-1.2%
0.18%
-3.2%
Q1 2016$356,000
-2.7%
6,512
-5.1%
0.19%
-7.8%
Q4 2015$366,000
-6.9%
6,862
-7.9%
0.20%
-11.6%
Q3 2015$393,000
-22.5%
7,447
-7.5%
0.23%
-32.9%
Q2 2015$507,000
+1.0%
8,047
+2.5%
0.35%
-0.3%
Q1 2015$502,000
+4.6%
7,847
-0.4%
0.35%
+0.3%
Q4 2014$480,000
+1.9%
7,877
+2.6%
0.35%
-0.3%
Q3 2014$471,000
-5.6%
7,677
-3.5%
0.35%
-4.1%
Q2 2014$499,000
+1.2%
7,957
-4.6%
0.36%
-5.0%
Q1 2014$493,000
+1.6%
8,342
+3.7%
0.38%
-2.1%
Q4 2013$485,000
+3.4%
8,0420.0%0.39%
-4.9%
Q3 2013$469,000
+10.1%
8,042
+3.3%
0.41%
+1.5%
Q2 2013$426,0007,7870.40%
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