ISHARES TR's ticker is AAXJ and the CUSIP is 464288182.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,763 | -4.4% | 138 | 0.0% | 0.00% | – |
| Q2 2023 | $9,169 | -2.1% | 138 | 0.0% | 0.00% | -100.0% |
| Q1 2023 | $9,366 | +4.8% | 138 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $8,941 | +11.8% | 138 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $8,000 | -11.1% | 138 | 0.0% | 0.00% | – |
| Q2 2022 | $9,000 | -10.0% | 138 | 0.0% | 0.00% | – |
| Q1 2022 | $10,000 | -9.1% | 138 | 0.0% | 0.00% | – |
| Q4 2021 | $11,000 | 0.0% | 138 | 0.0% | 0.00% | – |
| Q3 2021 | $11,000 | -8.3% | 138 | 0.0% | 0.00% | – |
| Q2 2021 | $12,000 | -82.6% | 138 | -81.4% | 0.00% | -100.0% |
| Q1 2021 | $69,000 | +475.0% | 741 | 0.0% | 0.00% | – |
| Q4 2020 | $12,000 | -97.7% | 741 | -89.5% | 0.00% | -100.0% |
| Q3 2020 | $530,000 | -26.2% | 7,080 | -31.8% | 0.03% | -32.5% |
| Q2 2020 | $718,000 | -34.9% | 10,385 | -45.2% | 0.04% | -45.9% |
| Q1 2020 | $1,103,000 | – | 18,934 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Core Wealth Advisors, Inc. | 85,751 | $7,946,000 | 7.01% |
| Analyst IMS Investment Management Services Ltd. | 464,011 | $42,995,000 | 5.76% |
| Accredited Investors Inc. | 404,533 | $37,484,000 | 5.02% |
| Granby Capital Management, LLC | 75,000 | $6,950,000 | 4.94% |
| H&H Retirement Design & Management INC | 86,856 | $8,100,000 | 4.87% |
| Strategic Point Investment Advisors, LLC | 190,015 | $17,607,000 | 4.66% |
| OLD MISSION CAPITAL LLC | 837,442 | $77,597,000 | 4.32% |
| Riggs Asset Managment Co. Inc. | 136,281 | $12,628,000 | 3.83% |
| WestEnd Advisors, LLC | 958,882 | $88,850,006,000 | 3.56% |
| LFA - Lugano Financial Advisors SA | 52,159 | $4,833,000 | 3.38% |