W.G. Shaheen & Associates DBA Whitney & Co - 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 2024. The put-call ratio across all filers is 0.12 and the average weighting 0.2%.

Quarter-by-quarter ownership
W.G. Shaheen & Associates DBA Whitney & Co ownership history of ISHARES TR
ValueSharesWeighting
Q3 2018$39,000
-9.3%
6000.0%0.01%
-18.2%
Q2 2018$43,000
-8.5%
6000.0%0.01%
-15.4%
Q1 2018$47,0006000.01%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Horizon Investments, LLC 549,976$32,053,0007.42%
RiverFront Investment Group, LLC 2,653,894$154,669,0004.74%
Mizuho Bank, Ltd. 670,000$39,048,0004.67%
Highmount Capital, LLC 318,635$18,570,0004.58%
Round Table Services, LLC 62,494$3,642,0003.64%
HABERER REGISTERED INVESTMENT ADVISOR INC 116,478$6,787,0002.43%
Rex Capital Advisors, LLC 34,763$2,025,965,0002.22%
MARCUARD FAMILY OFFICE LTD 19,203$1,119,0002.14%
Lattice Strategies LLC 64,455$3,756,0002.03%
Convergent Wealth Advisors 155,535$9,065,0001.77%
View complete list of ISHARES TR shareholders