ROPES WEALTH ADVISORS LLC - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 270 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.36 and the average weighting 0.4%.

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 Q2 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