Evolution Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 270 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.36 and the average weighting 0.4%.

Quarter-by-quarter ownership
Evolution Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,201,789
-5.6%
66,170
-1.3%
0.94%
-4.6%
Q2 2023$4,452,138
-3.3%
67,010
-1.2%
0.98%
-11.0%
Q1 2023$4,603,273
+3.6%
67,825
-1.1%
1.10%
-1.3%
Q4 2022$4,443,313
+165.3%
68,575
+139.7%
1.12%
+144.0%
Q3 2022$1,675,000
-59.3%
28,614
-51.9%
0.46%
-56.0%
Q2 2022$4,119,000
-8.1%
59,516
-0.3%
1.04%
+13.3%
Q1 2022$4,480,000
-46.5%
59,681
-41.1%
0.92%
-27.3%
Q4 2021$8,380,000
-25.5%
101,336
-23.4%
1.26%
-47.5%
Q3 2021$11,242,000
-5.0%
132,369
+5.7%
2.41%
+0.2%
Q2 2021$11,830,000
+2.8%
125,184
+0.8%
2.40%
-6.5%
Q1 2021$11,512,000
+30.2%
124,242
+25.9%
2.57%
+28.9%
Q4 2020$8,842,000
+18320.8%
98,672
+15892.2%
1.99%
+15238.5%
Q3 2020$48,000
+11.6%
6170.0%0.01%
-7.1%
Q2 2020$43,000
+16.2%
6170.0%0.01%
-6.7%
Q1 2020$37,000
-17.8%
6170.0%0.02%
+36.4%
Q4 2019$45,000
+9.8%
6170.0%0.01%
-45.0%
Q3 2019$41,0006170.02%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Accredited Investors Inc. 716,943$45,525,8993.42%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 248,628$15,885,1873.38%
Analyst IMS Investment Management Services Ltd. 779,172$49,4083.10%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 55,805$3,565,4593.09%
Centric Wealth Management 94,991$6,031,9172.52%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 475,895$30,405,5912.24%
SOL Capital Management CO 144,654$9,1861.42%
Moneda S.A. Administradora General de Fondos 34,191$2,171,1291.37%
GFS Advisors, LLC 134,484$8,540,0001.33%
Kingfisher Capital LLC 76,245$4,8421.32%
View complete list of ISHARES TR shareholders