Edge Capital Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 263 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 10.04 and the average weighting 0.3%.

Quarter-by-quarter ownership
Edge Capital Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$995,680
-24.4%
15,680
-20.9%
0.06%
-14.5%
Q2 2023$1,316,509
-2.1%
19,8150.0%0.08%
-8.4%
Q1 2023$1,344,844
+27.6%
19,815
+21.8%
0.08%
+12.2%
Q4 2022$1,054,133
-9.5%
16,270
-18.2%
0.07%
-22.9%
Q3 2022$1,165,000
-59.0%
19,902
-61.3%
0.10%
-61.0%
Q2 2022$2,843,000
+87.5%
51,391
+154.4%
0.25%
+136.5%
Q1 2022$1,516,000
-9.3%
20,2010.0%0.10%
-11.9%
Q4 2021$1,671,000
-3.1%
20,201
-0.5%
0.12%
-13.9%
Q3 2021$1,725,000
-10.3%
20,312
-0.2%
0.14%
-11.0%
Q2 2021$1,924,000
+2.1%
20,356
+0.1%
0.15%
-2.5%
Q1 2021$1,885,000
+3.3%
20,341
-0.1%
0.16%
+2.6%
Q4 2020$1,825,000
+16.2%
20,362
+0.0%
0.15%
-1.9%
Q3 2020$1,571,000
-2.7%
20,359
-12.7%
0.16%
-7.1%
Q2 2020$1,614,000
+16.1%
23,333
+0.3%
0.17%
+1.8%
Q1 2020$1,390,000
-41.0%
23,268
-27.4%
0.17%
-27.5%
Q4 2019$2,355,000
+10.9%
32,041
+0.0%
0.23%
+6.5%
Q3 2019$2,124,000
-32.4%
32,027
-28.8%
0.22%
-28.8%
Q2 2019$3,140,000
-1.3%
44,997
+0.0%
0.30%
-3.5%
Q1 2019$3,180,000
+11.3%
44,9900.0%0.31%
+1.0%
Q4 2018$2,858,00044,9900.31%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
SUMITOMO LIFE INSURANCE CO 4,392,099$257,070,00010.89%
Analyst IMS Investment Management Services Ltd. 760,752$44,785,0004.37%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 55,805$3,282,0003.18%
GFS Advisors, LLC 85,430$5,000,0001.20%
Moneda S.A. Administradora General de Fondos 19,275$1,128,0000.91%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 66,718$3,923,0000.91%
EFG Asset Management (Americas) Corp. 58,598$3,430,0000.87%
Accredited Investors Inc. 124,310$7,276,0000.84%
Tolleson Wealth Management, Inc. 47,310$2,769,0000.84%
OLD MISSION CAPITAL LLC 448,748$26,265,0000.83%
View complete list of ISHARES TR shareholders