Activest Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 177 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.

Quarter-by-quarter ownership
Activest Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,642,968
+6.3%
25,874
+13.8%
1.01%
+2.0%
Q1 2023$1,546,115
+60.4%
22,745
+63.3%
0.99%
+45.7%
Q2 2022$964,000
+8.9%
13,925
+18.1%
0.68%
+19.7%
Q1 2022$885,000
+13.3%
11,791
+24.9%
0.57%
+17.8%
Q4 2021$781,000
+6.3%
9,442
+9.1%
0.48%
-1.2%
Q3 2021$735,000
-40.8%
8,657
-34.1%
0.49%
+4.7%
Q2 2021$1,242,000
+122.6%
13,146
+118.1%
0.47%
+2.4%
Q1 2021$558,0006,0280.46%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
SUMITOMO LIFE INSURANCE CO 4,392,099$257,070,00010.89%
Analyst IMS Investment Management Services Ltd. 760,752$44,785,0004.37%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 55,805$3,282,0003.18%
GFS Advisors, LLC 85,430$5,000,0001.20%
Moneda S.A. Administradora General de Fondos 19,275$1,128,0000.91%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 66,718$3,923,0000.91%
EFG Asset Management (Americas) Corp. 58,598$3,430,0000.87%
Accredited Investors Inc. 124,310$7,276,0000.84%
Tolleson Wealth Management, Inc. 47,310$2,769,0000.84%
OLD MISSION CAPITAL LLC 448,748$26,265,0000.83%
View complete list of ISHARES TR shareholders