ROPES WEALTH ADVISORS 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
ROPES WEALTH ADVISORS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$212,027
-4.4%
3,3390.0%0.04%
+10.8%
Q2 2023$221,843
-2.1%
3,3390.0%0.04%
-9.8%
Q1 2023$226,618
+4.8%
3,3390.0%0.04%
+5.1%
Q4 2022$216,334
-6.3%
3,3390.0%0.04%
-18.8%
Q2 2022$231,000
-8.0%
3,3390.0%0.05%
+11.6%
Q1 2022$251,000
-9.1%
3,3390.0%0.04%
-12.2%
Q4 2021$276,000
-2.8%
3,3390.0%0.05%
+6.5%
Q3 2021$284,000
-10.1%
3,3390.0%0.05%
-8.0%
Q2 2021$316,000
+3.3%
3,3390.0%0.05%
-7.4%
Q1 2021$306,000
+1.0%
3,339
-1.2%
0.05%
+14.9%
Q4 2020$303,000
+17.4%
3,381
+1.3%
0.05%
-6.0%
Q3 2020$258,000
+11.7%
3,3390.0%0.05%
+6.4%
Q2 2020$231,000
+83.3%
3,339
+58.3%
0.05%
+46.9%
Q1 2020$126,0002,1090.03%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
LOCKERMAN FINANCIAL GROUP, INC. 45,000$3,376,0009.13%
SUMITOMO LIFE INSURANCE CO 4,392,099$329,539,0008.15%
Analyst IMS Investment Management Services Ltd. 760,510$57,062,0005.06%
Strategic Point Investment Advisors, LLC 203,002$15,231,0003.48%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 55,805$4,156,0003.20%
OLD MISSION CAPITAL LLC 1,089,189$81,722,0002.30%
GFS Advisors, LLC 101,055$7,582,0001.60%
PICTET BANK & TRUST Ltd 33,450$2,510,0001.41%
ACIMA PRIVATE WEALTH, LLC 37,568$2,819,0001.30%
PROVIDA PENSION FUND ADMINISTRATOR 539,669$41,290,0751.28%
View complete list of ISHARES TR shareholders