Horan Securities, Inc. - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 260 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 37.27 and the average weighting 0.3%.

Quarter-by-quarter ownership
Horan Securities, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$1,0000.0%170.0%0.00%0.0%
Q2 2022$1,000
-50.0%
17
-43.3%
0.00%0.0%
Q1 2022$2,000
-60.0%
30
-46.4%
0.00%
-66.7%
Q4 2021$5,0000.0%560.0%0.00%
-25.0%
Q2 2021$5,000
-28.6%
56
-21.1%
0.00%
-33.3%
Q1 2021$7,000
+16.7%
710.0%0.01%
+20.0%
Q4 2020$6,000
+20.0%
710.0%0.01%0.0%
Q3 2020$5,0000.0%710.0%0.01%0.0%
Q2 2020$5,000
+25.0%
710.0%0.01%0.0%
Q1 2020$4,000
-33.3%
71
-18.4%
0.01%
-28.6%
Q3 2019$6,0000.0%870.0%0.01%0.0%
Q2 2019$6,0000.0%870.0%0.01%
+16.7%
Q1 2019$6,0000.0%870.0%0.01%
-14.3%
Q4 2018$6,0000.0%87
-9.4%
0.01%
+16.7%
Q3 2018$6,000
-25.0%
96
-9.4%
0.01%
-25.0%
Q2 2018$8,000
-11.1%
106
-12.4%
0.01%0.0%
Q1 2018$9,000
-10.0%
1210.0%0.01%
-11.1%
Q4 2017$10,000
+11.1%
1210.0%0.01%0.0%
Q3 2017$9,000
-55.0%
121
-58.6%
0.01%
-57.1%
Q2 2017$20,000
+5.3%
292
-3.0%
0.02%
-4.5%
Q1 2017$19,000
+5.6%
301
+0.3%
0.02%
-12.0%
Q3 2016$18,0003000.02%
Other shareholders
ISHARES TR shareholders Q4 2021
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