9258 Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 260 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 37.27 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 2021
NameSharesValueWeighting ↓
Mizuho Bank, Ltd. 670,000$36,696,0005.35%
COLUMBIA CAPITAL LLC 80,900$4,431,0004.57%
Highmount Capital, LLC 317,775$17,405,0004.57%
Lattice Strategies LLC 87,510$4,793,0002.88%
NORTHSTAR ASSET MANAGEMENT Co LLC 117,400$6,430,0002.75%
Round Table Services, LLC 50,561$2,769,0002.20%
HABERER REGISTERED INVESTMENT ADVISOR INC 145,983$7,995,0002.19%
HIGH POINT BANK & TRUST CO 111,754$6,121,0002.07%
FLOW TRADERS U.S. LLC 119,457$6,542,0001.98%
Convergent Wealth Advisors 155,535$8,519,0001.55%
View complete list of ISHARES TR shareholders