Advisory Services Network, LLC - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 200 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Advisory Services Network, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$573,162
+93707.2%
9,026
+100188.9%
0.02%
Q1 2023$611
+4.8%
90.0%0.00%
Q4 2022$583
-41.7%
90.0%0.00%
Q2 2021$1,0000.0%90.0%0.00%
Q4 2020$1,000
-93.8%
9
-95.8%
0.00%
-100.0%
Q3 2020$16,000
+14.3%
212
-10.9%
0.00%0.0%
Q1 2020$14,000
-17.6%
2380.0%0.00%0.0%
Q4 2019$17,000
+13.3%
238
+12.3%
0.00%0.0%
Q3 2019$15,0000.0%2120.0%0.00%0.0%
Q2 2019$15,0000.0%2120.0%0.00%0.0%
Q1 2019$15,000
+15.4%
2120.0%0.00%0.0%
Q4 2018$13,000
-13.3%
2120.0%0.00%0.0%
Q3 2018$15,0000.0%2120.0%0.00%0.0%
Q2 2018$15,000
-78.6%
212
-76.5%
0.00%
-83.3%
Q1 2018$70,000
+34.6%
904
+32.2%
0.01%
+20.0%
Q4 2017$52,000
+147.6%
684
+131.1%
0.01%
+150.0%
Q3 2017$21,000
+50.0%
296
+43.7%
0.00%0.0%
Q2 2017$14,0002060.00%
Other shareholders
ISHARES TR shareholders Q1 2023
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