9258 Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 271 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.36 and the average weighting 0.4%.

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 Q2 2021
NameSharesValueWeighting ↓
Mizuho Bank, Ltd. 1,310,000$82,451,00010.78%
Psagot Value Holdings Ltd. 2,044,429$128,676,0005.41%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 192,901$12,201,0005.24%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 63,465$4,014,0004.96%
New Vernon Capital Holdings II LLC 37,305$2,348,0004.32%
MARINER INDEPENDENT ADVISOR NETWORK, LLC 451,098$28,392,0003.46%
CUMBERLAND ADVISORS INC 77,660$4,888,0003.06%
Donald L. Hagan, LLC 41,597$2,618,0002.52%
Circle Wealth Management, LLC 76,400$4,809,0002.31%
AVALON CAPITAL MANAGEMENT 47,975$3,020,0002.09%
View complete list of ISHARES TR shareholders