Jacobi Capital Management LLC - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 208 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 36.91 and the average weighting 0.4%.

Quarter-by-quarter ownership
Jacobi Capital Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$104,000
+31.6%
1,221
+45.2%
0.01%
+30.0%
Q2 2021$79,000
+19.7%
841
+17.5%
0.01%0.0%
Q1 2021$66,000
+24.5%
716
+22.2%
0.01%
+25.0%
Q4 2020$53,000
+29.3%
586
+11.4%
0.01%
+14.3%
Q3 2020$41,000
+13.9%
526
+128.7%
0.01%0.0%
Q2 2020$36,000
+16.1%
230
-56.3%
0.01%0.0%
Q1 2020$31,000
-20.5%
5260.0%0.01%0.0%
Q4 2019$39,000
+11.4%
5260.0%0.01%0.0%
Q3 2019$35,000
-5.4%
5260.0%0.01%
-12.5%
Q2 2019$37,000
+5.7%
526
+5.2%
0.01%
-11.1%
Q1 2019$35,000
+9.4%
5000.0%0.01%0.0%
Q4 2018$32,000
-8.6%
5000.0%0.01%0.0%
Q3 2018$35,000
-2.8%
5000.0%0.01%
-10.0%
Q2 2018$36,000
-5.3%
5000.0%0.01%
-9.1%
Q1 2018$38,000
-5.0%
5000.0%0.01%
-15.4%
Q4 2017$40,000
+8.1%
5000.0%0.01%0.0%
Q3 2017$37,000
+8.8%
5000.0%0.01%0.0%
Q2 2017$34,000
+6.2%
5000.0%0.01%
-18.8%
Q1 2017$32,000
+45.5%
500
+31.6%
0.02%
+23.1%
Q4 2016$22,000
-26.7%
380
-24.0%
0.01%
-7.1%
Q3 2016$30,000
+11.1%
5000.0%0.01%
+7.7%
Q2 2016$27,0005000.01%
Other shareholders
ISHARES TR shareholders Q2 2018
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