Intersect Capital LLC - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 206 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 3.20 and the average weighting 0.4%.

Quarter-by-quarter ownership
Intersect Capital LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$1,033,000
-12.4%
14,923
-5.0%
0.31%
+38.1%
Q1 2022$1,179,000
-8.5%
15,714
+0.9%
0.23%
-5.0%
Q4 2021$1,288,000
-5.2%
15,574
-2.6%
0.24%
+2.6%
Q3 2021$1,358,000
+1.1%
15,993
+12.5%
0.23%
-2.1%
Q2 2021$1,343,000
+3.0%
14,212
+1.0%
0.24%
-10.2%
Q1 2021$1,304,000
+12.7%
14,074
+9.0%
0.26%
+3.5%
Q4 2020$1,157,000
+14.9%
12,916
-1.0%
0.26%
-5.9%
Q3 2020$1,007,000
+3.0%
13,044
-7.7%
0.27%
-14.0%
Q2 2020$978,000
+5.4%
14,136
-9.0%
0.32%
-14.6%
Q1 2020$928,000
-18.8%
15,533
-0.1%
0.37%
-3.4%
Q4 2019$1,143,000
+12.7%
15,551
+1.7%
0.38%
+0.8%
Q3 2019$1,014,000
-3.4%
15,286
+1.6%
0.38%
-6.7%
Q2 2019$1,050,000
+0.4%
15,046
+1.7%
0.41%
-7.9%
Q1 2019$1,046,000
+9.9%
14,798
-1.2%
0.44%
-3.3%
Q4 2018$952,000
-6.6%
14,979
+3.8%
0.46%
+2.5%
Q3 2018$1,019,000
+5.8%
14,437
+7.4%
0.44%
-4.1%
Q2 2018$963,000
+5.7%
13,443
+14.4%
0.46%
-3.7%
Q1 2018$911,000
+1.7%
11,7470.0%0.48%
-0.2%
Q4 2017$896,000
+3.7%
11,747
-1.9%
0.48%
-1.4%
Q3 2017$864,000
+7.1%
11,9700.0%0.49%
+1.2%
Q2 2017$807,00011,9700.48%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
SUMITOMO LIFE INSURANCE CO 4,392,099$363,227,0008.64%
LOCKERMAN FINANCIAL GROUP, INC. 35,240$2,914,0007.62%
Analyst IMS Investment Management Services Ltd. 607,570$50,519,0004.80%
Strategic Point Investment Advisors, LLC 202,990$16,787,0003.79%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 55,805$4,640,0003.35%
Arlington Financial Advisors, LLC 78,147$6,463,0002.19%
GFS Advisors, LLC 136,900$11,322,0001.87%
PROVIDA PENSION FUND ADMINISTRATOR 1,086,498$91,592,0001.72%
Frontier Asset Management, LLC 24,904$2,060,0001.52%
PICTET BANK & TRUST Ltd 35,000$2,895,0001.49%
View complete list of ISHARES TR shareholders