Lionsbridge 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
Lionsbridge Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$1,301,000
-3.1%
15,735
-0.5%
1.40%
-3.6%
Q3 2021$1,343,000
-11.1%
15,814
-1.1%
1.45%
-10.0%
Q2 2021$1,510,000
+11.1%
15,983
+8.9%
1.61%
+21.7%
Q1 2021$1,359,000
+8.3%
14,672
+4.7%
1.32%
-2.3%
Q4 2020$1,255,00014,0091.36%
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