Close Asset Management Ltd - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 208 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.58 and the average weighting 0.4%.

Quarter-by-quarter ownership
Close Asset Management Ltd ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$55,000
+10.0%
7500.0%0.00%0.0%
Q3 2019$50,000
-15.3%
750
-11.8%
0.00%
-20.0%
Q2 2019$59,000
-1.7%
8500.0%0.01%0.0%
Q1 2019$60,000
-76.3%
850
-73.2%
0.01%
-82.1%
Q4 2018$253,000
+241.9%
3,175
+202.4%
0.03%
+366.7%
Q3 2018$74,000
-7.5%
1,0500.0%0.01%
-14.3%
Q2 2018$80,0000.0%1,0500.0%0.01%
+16.7%
Q1 2018$80,000
+110.5%
1,050
+110.0%
0.01%
+100.0%
Q4 2017$38,000
+5.6%
5000.0%0.00%
+50.0%
Q3 2017$36,000
+9.1%
5000.0%0.00%0.0%
Q2 2017$33,000
+3.1%
5000.0%0.00%0.0%
Q1 2017$32,0005000.00%
Other shareholders
ISHARES TR shareholders Q4 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