Intellectus Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 221 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 4.59 and the average weighting 0.3%.

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 Q1 2019
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