9258 Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 238 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 3.52 and the average weighting 0.3%.

Quarter-by-quarter ownership
9258 Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$543,000
-30.2%
6,389
-22.4%
0.14%
-30.6%
Q2 2021$778,000
+37.7%
8,234
+35.1%
0.21%
+22.9%
Q1 2021$565,000
+9.9%
6,095
+6.2%
0.17%
+1.2%
Q4 2020$514,000
+14.0%
5,7390.0%0.17%
-1.2%
Q3 2020$451,0005,7390.17%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
LOCKERMAN FINANCIAL GROUP, INC. 45,000$3,376,0009.13%
SUMITOMO LIFE INSURANCE CO 4,392,099$329,539,0008.15%
Analyst IMS Investment Management Services Ltd. 760,510$57,062,0005.06%
Strategic Point Investment Advisors, LLC 203,002$15,231,0003.48%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 55,805$4,156,0003.20%
OLD MISSION CAPITAL LLC 1,089,189$81,722,0002.30%
GFS Advisors, LLC 101,055$7,582,0001.60%
PICTET BANK & TRUST Ltd 33,450$2,510,0001.41%
ACIMA PRIVATE WEALTH, LLC 37,568$2,819,0001.30%
PROVIDA PENSION FUND ADMINISTRATOR 539,669$41,290,0751.28%
View complete list of ISHARES TR shareholders