Intersect Capital LLC - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 238 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 3.52 and the average weighting 0.3%.

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 Q4 2020
NameSharesValueWeighting ↓
Analyst IMS Investment Management Services Ltd. 771,612$52,4623.98%
Guild Investment Management, Inc. 36,880$2,503,0463.84%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 55,805$3,794,1823.73%
Accredited Investors Inc. 720,155$48,876,9123.71%
OVERSEA-CHINESE BANKING Corp Ltd 872,844$59,231,5312.95%
Horizon Investments, LLC 1,268,756$86,110,4702.55%
GFG Capital, LLC 8,417$11,277,9962.42%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 149,222$10,145,6042.32%
Moneda S.A. Administradora General de Fondos 30,016$2,037,1862.30%
Fullerton Fund Management Co Ltd. 377,100$25,593,7771.95%
View complete list of ISHARES TR shareholders