Capital Advisors, Ltd. LLC - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 263 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 10.04 and the average weighting 0.3%.

Quarter-by-quarter ownership
Capital Advisors, Ltd. LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$90.0%1300.0%0.00%0.0%
Q1 2023$9
+12.5%
1300.0%0.00%0.0%
Q4 2022$8
-99.9%
1300.0%0.00%
-50.0%
Q3 2022$8,000
-11.1%
1300.0%0.00%0.0%
Q2 2022$9,000
-90.3%
130
-89.5%
0.00%
-86.7%
Q1 2022$93,000
-9.7%
1,2420.0%0.02%
-11.8%
Q4 2021$103,000
-52.1%
1,242
-50.9%
0.02%
-55.3%
Q3 2021$215,000
-5.7%
2,527
+4.8%
0.04%
-7.3%
Q2 2021$228,000
-16.8%
2,412
-18.5%
0.04%
-18.0%
Q1 2021$274,0002,9600.05%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
SUMITOMO LIFE INSURANCE CO 4,392,099$257,070,00010.89%
Analyst IMS Investment Management Services Ltd. 760,752$44,785,0004.37%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 55,805$3,282,0003.18%
GFS Advisors, LLC 85,430$5,000,0001.20%
Moneda S.A. Administradora General de Fondos 19,275$1,128,0000.91%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 66,718$3,923,0000.91%
EFG Asset Management (Americas) Corp. 58,598$3,430,0000.87%
Accredited Investors Inc. 124,310$7,276,0000.84%
Tolleson Wealth Management, Inc. 47,310$2,769,0000.84%
OLD MISSION CAPITAL LLC 448,748$26,265,0000.83%
View complete list of ISHARES TR shareholders