WealthOne, LLC - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 263 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 10.04 and the average weighting 0.3%.

Quarter-by-quarter ownership
WealthOne, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$209,000
-35.1%
2,461
-27.8%
0.08%
-38.1%
Q2 2021$322,000
+23.8%
3,408
+21.5%
0.13%
+12.5%
Q1 2021$260,0002,8060.11%
Other shareholders
ISHARES TR shareholders Q3 2021
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