swisspartners Advisors Ltd - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 208 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 46.30 and the average weighting 0.4%.

Quarter-by-quarter ownership
swisspartners Advisors Ltd ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$596,962
-12.5%
10,2680.0%0.52%
-4.7%
Q2 2023$682,130
-2.2%
10,2680.0%0.55%
-5.2%
Q1 2023$697,194
-10.4%
10,268
-14.5%
0.58%
-16.3%
Q4 2022$777,712
+11.4%
12,003
+0.7%
0.69%
+1.0%
Q3 2022$698,000
+5.0%
11,923
+28.1%
0.69%
+22.0%
Q2 2022$665,000
-2.1%
9,308
+2.8%
0.56%
+20.3%
Q1 2022$679,000
-8.9%
9,053
+1.9%
0.47%
-12.0%
Q4 2021$745,000
-1.3%
8,8830.0%0.53%
+0.4%
Q3 2021$755,000
-4.9%
8,883
+5.8%
0.53%
-14.8%
Q2 2021$794,000
+10.7%
8,398
+8.5%
0.62%
-2.2%
Q1 2021$717,000
+5.1%
7,7380.0%0.64%
+5.8%
Q4 2020$682,000
+30.4%
7,738
+14.2%
0.60%
-15.5%
Q3 2020$523,000
-6.9%
6,778
-16.6%
0.71%
+0.3%
Q2 2020$562,000
+37.4%
8,128
+18.7%
0.71%
+23.3%
Q1 2020$409,000
-1.4%
6,848
+21.2%
0.58%
+41.6%
Q4 2019$415,0005,6480.41%
Other shareholders
ISHARES TR shareholders Q3 2020
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