Bison Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 198 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 7.53 and the average weighting 0.2%.

Quarter-by-quarter ownership
Bison Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$15,000
-92.0%
206
-91.0%
0.01%
-92.7%
Q4 2021$188,000
-6.0%
2,278
-3.4%
0.11%
+20.9%
Q3 2021$200,000
-13.8%
2,358
-4.1%
0.09%
-9.9%
Q2 2021$232,000
+1.8%
2,4580.0%0.10%
+3.1%
Q1 2021$228,000
+3.6%
2,4580.0%0.10%
-4.9%
Q4 2020$220,000
+15.2%
2,458
-0.5%
0.10%
-8.0%
Q3 2020$191,000
-2.1%
2,471
-12.3%
0.11%
-8.9%
Q2 2020$195,000
+12.1%
2,817
-3.3%
0.12%
-2.4%
Q1 2020$174,000
-30.4%
2,913
-14.5%
0.13%
+5.0%
Q4 2019$250,000
+10.6%
3,4070.0%0.12%
-4.8%
Q3 2019$226,000
-5.0%
3,4070.0%0.13%
-9.4%
Q2 2019$238,000
-5.6%
3,407
-4.4%
0.14%
-10.3%
Q1 2019$252,000
+11.5%
3,5620.0%0.16%
-5.5%
Q4 2018$226,000
-10.3%
3,5620.0%0.16%
-0.6%
Q3 2018$252,000
-1.2%
3,5620.0%0.16%
-13.2%
Q2 2018$255,000
-7.6%
3,5620.0%0.19%
-9.5%
Q1 2018$276,000
+1.1%
3,562
-0.6%
0.21%
+4.5%
Q4 2017$273,000
+3.4%
3,583
-1.9%
0.20%
-4.7%
Q3 2017$264,000
+7.3%
3,6520.0%0.21%
+3.9%
Q2 2017$246,000
+7.0%
3,6520.0%0.20%
+2.5%
Q1 2017$230,000
+11.7%
3,652
-2.7%
0.20%
+13.1%
Q4 2016$206,000
-17.6%
3,754
-9.1%
0.18%
-17.5%
Q3 2016$250,000
+10.6%
4,1320.0%0.21%
+55.9%
Q2 2016$226,0000.0%4,1320.0%0.14%
-6.2%
Q1 2016$226,000
+5.1%
4,132
+2.8%
0.14%
+17.9%
Q4 2015$215,000
-1.4%
4,021
-2.9%
0.12%
-14.0%
Q3 2015$218,000
-17.1%
4,142
-0.6%
0.14%
-6.5%
Q2 2015$263,000
-0.8%
4,169
+0.7%
0.15%
-5.0%
Q1 2015$265,000
+15.2%
4,142
+9.9%
0.16%
-7.5%
Q4 2014$230,0003,7700.17%
Other shareholders
ISHARES TR shareholders Q3 2018
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