Fortis Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 238 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 3.52 and the average weighting 0.3%.

Quarter-by-quarter ownership
Fortis Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$10,071
-4.4%
159
-98.5%
0.01%0.0%
Q2 2023$10,537
-1.8%
10,537
-1.8%
0.01%0.0%
Q1 2023$10,734
+4.8%
10,734
+4.8%
0.01%
-12.5%
Q4 2022$10,247
+13.9%
10,247
+12.0%
0.01%
+33.3%
Q3 2022$9,000
-18.2%
9,147
-15.4%
0.01%
-14.3%
Q2 2022$11,000
-99.3%
10,814
-67.5%
0.01%
-99.2%
Q1 2022$1,636,000
+3.9%
33,313
+5.0%
0.90%
-1.8%
Q4 2021$1,574,000
-5.5%
31,741
-2.1%
0.91%
-10.1%
Q3 2021$1,665,000
-44.0%
32,413
-35.9%
1.02%
-40.8%
Q2 2021$2,973,000
+17.3%
50,593
+84.9%
1.72%
-4.7%
Q1 2021$2,535,000
+351.9%
27,359
+336.7%
1.80%
+264.0%
Q4 2020$561,0006,2650.50%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
SUMITOMO LIFE INSURANCE CO 4,392,099$363,227,0008.64%
LOCKERMAN FINANCIAL GROUP, INC. 35,240$2,914,0007.62%
Analyst IMS Investment Management Services Ltd. 607,570$50,519,0004.80%
Strategic Point Investment Advisors, LLC 202,990$16,787,0003.79%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 55,805$4,640,0003.35%
Arlington Financial Advisors, LLC 78,147$6,463,0002.19%
GFS Advisors, LLC 136,900$11,322,0001.87%
PROVIDA PENSION FUND ADMINISTRATOR 1,086,498$91,592,0001.72%
Frontier Asset Management, LLC 24,904$2,060,0001.52%
PICTET BANK & TRUST Ltd 35,000$2,895,0001.49%
View complete list of ISHARES TR shareholders