Core Wealth Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 201 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 9.03 and the average weighting 0.3%.

Quarter-by-quarter ownership
Core Wealth Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$1,000
-100.0%
9
-100.0%
0.00%
-100.0%
Q2 2021$7,985,000
+0.5%
84,493
-1.5%
5.33%
-24.0%
Q1 2021$7,946,000
+30.5%
85,751
+26.2%
7.01%
+28.8%
Q4 2020$6,091,000
+34.5%
67,975
+3.9%
5.44%
+36.5%
Q2 2020$4,527,000
-20.4%
65,449
-31.2%
3.99%
-7.9%
Q1 2020$5,685,000
-18.5%
95,186
+0.3%
4.33%
+8.0%
Q4 2019$6,977,00094,9284.01%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
SUMITOMO LIFE INSURANCE CO 4,392,099$363,227,0008.64%
LOCKERMAN FINANCIAL GROUP, INC. 35,240$2,914,0007.62%
Analyst IMS Investment Management Services Ltd. 607,570$50,519,0004.80%
Strategic Point Investment Advisors, LLC 202,990$16,787,0003.79%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 55,805$4,640,0003.35%
Arlington Financial Advisors, LLC 78,147$6,463,0002.19%
GFS Advisors, LLC 136,900$11,322,0001.87%
PROVIDA PENSION FUND ADMINISTRATOR 1,086,498$91,592,0001.72%
Frontier Asset Management, LLC 24,904$2,060,0001.52%
PICTET BANK & TRUST Ltd 35,000$2,895,0001.49%
View complete list of ISHARES TR shareholders