Wealthcare Advisory Partners LLC - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 201 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 9.03 and the average weighting 0.3%.

Quarter-by-quarter ownership
Wealthcare Advisory Partners LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$528,955
-4.7%
8,330
-0.3%
0.02%
-4.0%
Q2 2023$555,040
-2.1%
8,3540.0%0.02%
+4.2%
Q1 2023$566,986
+4.4%
8,354
-0.3%
0.02%
-7.7%
Q4 2022$543,005
-1.5%
8,381
-10.9%
0.03%
-16.1%
Q3 2022$551,000
+3835.7%
9,410
+6090.8%
0.03%
+3000.0%
Q1 2021$14,000
-12.5%
152
-42.0%
0.00%
-50.0%
Q1 2020$16,000
-15.8%
2620.0%0.00%0.0%
Q4 2019$19,000
+11.8%
2620.0%0.00%0.0%
Q3 2019$17,000
-5.6%
2620.0%0.00%
-33.3%
Q2 2019$18,000
-5.3%
2620.0%0.00%0.0%
Q1 2019$19,000
+11.8%
2620.0%0.00%0.0%
Q4 2018$17,000
-5.6%
2620.0%0.00%0.0%
Q3 2018$18,000
-5.3%
2620.0%0.00%
-25.0%
Q2 2018$19,0002620.00%
Other shareholders
ISHARES TR shareholders Q2 2020
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