Personal Wealth Partners - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 177 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.

Quarter-by-quarter ownership
Personal Wealth Partners ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$675,000
-9.3%
8,9950.0%0.30%
-3.9%
Q4 2021$744,000
-2.6%
8,9950.0%0.31%
-4.7%
Q3 2021$764,000
-10.1%
8,9950.0%0.32%
-6.1%
Q2 2021$850,000
+2.0%
8,9950.0%0.34%
-8.8%
Q1 2021$833,000
+3.3%
8,9950.0%0.38%
-0.3%
Q4 2020$806,000
+16.1%
8,9950.0%0.38%
+3.6%
Q3 2020$694,000
+11.6%
8,9950.0%0.36%
+6.7%
Q2 2020$622,000
-15.9%
8,995
-27.4%
0.34%
-23.4%
Q1 2020$740,000
-18.7%
12,3840.0%0.44%
+13.5%
Q4 2019$910,000
+7.6%
12,384
-3.0%
0.39%
+0.5%
Q3 2019$846,000
-5.1%
12,7620.0%0.39%
-8.5%
Q2 2019$891,000
-1.2%
12,7620.0%0.43%
-11.1%
Q1 2019$902,000
-83.7%
12,762
-85.1%
0.48%
-86.2%
Q4 2018$5,539,00085,9073.47%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Analyst IMS Investment Management Services Ltd. 771,612$52,4623.98%
Guild Investment Management, Inc. 36,880$2,503,0463.84%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 55,805$3,794,1823.73%
Accredited Investors Inc. 720,155$48,876,9123.71%
OVERSEA-CHINESE BANKING Corp Ltd 872,844$59,231,5312.95%
Horizon Investments, LLC 1,268,756$86,110,4702.55%
GFG Capital, LLC 8,417$11,277,9962.42%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 149,222$10,145,6042.32%
Moneda S.A. Administradora General de Fondos 30,016$2,037,1862.30%
Fullerton Fund Management Co Ltd. 377,100$25,593,7771.95%
View complete list of ISHARES TR shareholders