Intellectus Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 181 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 3.13 and the average weighting 0.5%.

Quarter-by-quarter ownership
Intellectus Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2019$125,000
-49.0%
1,770
-48.9%
0.05%
-37.2%
Q3 2018$245,000
-25.3%
3,463
-24.4%
0.09%
-28.3%
Q2 2018$328,000
-8.9%
4,578
-1.3%
0.12%
-3.2%
Q1 2018$360,000
+103.4%
4,638
+100.1%
0.12%
+87.9%
Q4 2017$177,000
+6.0%
2,3180.0%0.07%
-4.3%
Q3 2017$167,000
+7.1%
2,3180.0%0.07%
-1.4%
Q2 2017$156,0002,3180.07%
Other shareholders
ISHARES TR shareholders Q3 2017
NameSharesValueWeighting ↓
Mizuho Bank, Ltd. 670,000$36,696,0005.35%
COLUMBIA CAPITAL LLC 80,900$4,431,0004.57%
Highmount Capital, LLC 317,775$17,405,0004.57%
Lattice Strategies LLC 87,510$4,793,0002.88%
NORTHSTAR ASSET MANAGEMENT Co LLC 117,400$6,430,0002.75%
Round Table Services, LLC 50,561$2,769,0002.20%
HABERER REGISTERED INVESTMENT ADVISOR INC 145,983$7,995,0002.19%
HIGH POINT BANK & TRUST CO 111,754$6,121,0002.07%
FLOW TRADERS U.S. LLC 119,457$6,542,0001.98%
Convergent Wealth Advisors 155,535$8,519,0001.55%
View complete list of ISHARES TR shareholders