WealthShield Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 190 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 4.47 and the average weighting 0.4%.

Quarter-by-quarter ownership
WealthShield Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$34,862
-4.4%
5490.0%0.01%0.0%
Q2 2023$36,476
-2.1%
5490.0%0.01%
-16.7%
Q1 2023$37,261
-26.9%
5490.0%0.01%
-33.3%
Q1 2021$51,000
+21.4%
5490.0%0.01%
-40.0%
Q3 2020$42,000
+10.5%
5490.0%0.02%
-11.8%
Q2 2020$38,000
-33.3%
549
-42.1%
0.02%
-51.4%
Q1 2020$57,000
-18.6%
9490.0%0.04%
+2.9%
Q4 2019$70,000
+11.1%
9490.0%0.03%
+3.0%
Q3 2019$63,000
-4.5%
9490.0%0.03%
-13.2%
Q2 2019$66,000
-1.5%
9490.0%0.04%
+2.7%
Q1 2019$67,000
+11.7%
9490.0%0.04%
-9.8%
Q4 2018$60,000
-10.4%
9490.0%0.04%
+7.9%
Q3 2018$67,000
-1.5%
9490.0%0.04%
-7.3%
Q2 2018$68,000
-8.1%
9490.0%0.04%
-12.8%
Q1 2018$74,0000.0%9490.0%0.05%
+4.4%
Q4 2017$74,0009490.04%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
New Vernon Capital Holdings II LLC 28,836$1,584,0005.92%
AIA Group Ltd 61,600$3,384,0005.08%
Psagot Value Holdings Ltd. 1,982,760$108,913,0004.67%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 192,901$10,628,0004.52%
Barber Financial Group, Inc. 208,730$11,466,0004.14%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 62,807$3,460,0004.10%
CUMBERLAND ADVISORS INC 78,060$4,288,0003.06%
SPINNAKER TRUST 412,678$22,669,0003.05%
Circle Wealth Management, LLC 76,400$4,197,0002.24%
Donald L. Hagan, LLC 41,740$2,293,0002.16%
View complete list of ISHARES TR shareholders