Westshore Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 204 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Westshore Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$201,385
-4.1%
3,025
-8.5%
0.09%
-20.5%
Q3 2023$210,023
-24.9%
3,307
-21.4%
0.12%
-18.2%
Q2 2023$279,543
-2.0%
4,207
+0.0%
0.14%
-4.7%
Q1 2023$285,360
+4.8%
4,2050.0%0.15%
-3.2%
Q4 2022$272,410
+4.4%
4,205
-5.7%
0.16%
-13.9%
Q3 2022$261,000
-14.7%
4,458
+0.8%
0.18%
-9.5%
Q2 2022$306,000
-11.6%
4,421
-4.3%
0.20%
-14.2%
Q1 2022$346,000
-21.9%
4,618
-13.7%
0.23%
-23.7%
Q4 2021$443,000
-13.5%
5,352
-11.2%
0.30%
-26.4%
Q3 2021$512,000
-10.0%
6,027
+0.2%
0.41%
+41.0%
Q2 2021$569,000
+2.0%
6,017
-0.0%
0.29%
-7.9%
Q1 2021$558,000
+46.1%
6,018
+15.9%
0.32%
-24.3%
Q4 2019$382,0005,1920.42%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Mizuho Bank, Ltd. 1,310,000$82,451,00010.78%
Psagot Value Holdings Ltd. 2,044,429$128,676,0005.41%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 192,901$12,201,0005.24%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 63,465$4,014,0004.96%
New Vernon Capital Holdings II LLC 37,305$2,348,0004.32%
MARINER INDEPENDENT ADVISOR NETWORK, LLC 451,098$28,392,0003.46%
CUMBERLAND ADVISORS INC 77,660$4,888,0003.06%
Donald L. Hagan, LLC 41,597$2,618,0002.52%
Circle Wealth Management, LLC 76,400$4,809,0002.31%
AVALON CAPITAL MANAGEMENT 47,975$3,020,0002.09%
View complete list of ISHARES TR shareholders