LFA - Lugano Financial Advisors SA - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 198 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 7.53 and the average weighting 0.2%.

Quarter-by-quarter ownership
LFA - Lugano Financial Advisors SA ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$67,171
+233.2%
1,011
+240.4%
0.04%
+200.0%
Q1 2023$20,157
-69.2%
297
-70.6%
0.02%
-69.4%
Q4 2022$65,503
+11.0%
1,0110.0%0.05%
+6.5%
Q3 2022$59,000
-14.5%
1,0110.0%0.05%
-4.2%
Q2 2022$69,000
-8.0%
1,0110.0%0.05%
-4.0%
Q1 2022$75,000
-10.7%
1,0110.0%0.05%
+4.2%
Q4 2021$84,000
-98.2%
1,011
-98.1%
0.05%
-98.4%
Q3 2021$4,545,000
-8.8%
53,513
+1.4%
2.98%
-4.9%
Q2 2021$4,985,000
+3.1%
52,753
+1.1%
3.14%
-7.2%
Q1 2021$4,833,000
+4934.4%
52,159
+4774.7%
3.38%
+4468.9%
Q4 2020$96,000
+15.7%
1,0700.0%0.07%
-3.9%
Q3 2020$83,000
+10.7%
1,0700.0%0.08%
-2.5%
Q2 2020$75,000
+114.3%
1,070
+114.0%
0.08%
+259.1%
Q2 2019$35,0000.0%5000.0%0.02%
+4.8%
Q1 2019$35,0000.0%5000.0%0.02%
-12.5%
Q4 2018$35,0000.0%5000.0%0.02%0.0%
Q3 2018$35,0005000.02%
Other shareholders
ISHARES TR shareholders Q3 2018
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