Avion Wealth - 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
Avion Wealth ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$41
+10.8%
6460.0%0.01%
-8.3%
Q4 2022$37
-99.9%
6460.0%0.01%0.0%
Q3 2022$38,000
-15.6%
6460.0%0.01%
-14.3%
Q2 2022$45,000
-6.2%
6460.0%0.01%0.0%
Q1 2022$48,000
-9.4%
6460.0%0.01%
-6.7%
Q4 2021$53,000
-3.6%
6460.0%0.02%
-11.8%
Q3 2021$55,000
-9.8%
6460.0%0.02%
-10.5%
Q2 2021$61,000
+1.7%
6460.0%0.02%
-9.5%
Q1 2021$60,000
+3.4%
6460.0%0.02%
+16.7%
Q4 2020$58,0006460.02%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Core Wealth Advisors, Inc. 85,751$7,946,0007.01%
Analyst IMS Investment Management Services Ltd. 464,011$42,995,0005.76%
Accredited Investors Inc. 404,533$37,484,0005.02%
Granby Capital Management, LLC 75,000$6,950,0004.94%
H&H Retirement Design & Management INC 86,856$8,100,0004.87%
Strategic Point Investment Advisors, LLC 190,015$17,607,0004.66%
OLD MISSION CAPITAL LLC 837,442$77,597,0004.32%
Riggs Asset Managment Co. Inc. 136,281$12,628,0003.83%
WestEnd Advisors, LLC 958,882$88,850,006,0003.56%
LFA - Lugano Financial Advisors SA 52,159$4,833,0003.38%
View complete list of ISHARES TR shareholders