Personal Wealth Partners - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 221 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 4.59 and the average weighting 0.3%.

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 Q1 2019
NameSharesValueWeighting ↓
New Vernon Capital Holdings II LLC 28,836$1,584,0005.92%
AIA Group Ltd 61,600$3,384,0005.08%
Psagot Value Holdings Ltd. 1,982,760$108,913,0004.67%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 192,901$10,628,0004.52%
Barber Financial Group, Inc. 208,730$11,466,0004.14%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 62,807$3,460,0004.10%
CUMBERLAND ADVISORS INC 78,060$4,288,0003.06%
SPINNAKER TRUST 412,678$22,669,0003.05%
Circle Wealth Management, LLC 76,400$4,197,0002.24%
Donald L. Hagan, LLC 41,740$2,293,0002.16%
View complete list of ISHARES TR shareholders