Independent Wealth Network Inc. - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 263 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 10.04 and the average weighting 0.3%.

Quarter-by-quarter ownership
Independent Wealth Network Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$349,931
-5.9%
5,511
-1.6%
0.22%
-4.0%
Q2 2023$371,979
-5.1%
5,599
-3.0%
0.22%
-10.8%
Q1 2023$391,820
+2.8%
5,773
-1.9%
0.25%
-3.8%
Q4 2022$381,230
+11.1%
5,884
+0.5%
0.26%
-2.6%
Q3 2022$343,000
-18.1%
5,853
-3.4%
0.27%
-11.3%
Q2 2022$419,000
-9.1%
6,059
-1.5%
0.30%
+3.1%
Q1 2022$461,000
-10.3%
6,151
-1.1%
0.29%
-7.3%
Q4 2021$514,000
-4.8%
6,218
-0.5%
0.32%
-10.5%
Q3 2021$540,0006,2500.35%
Other shareholders
ISHARES TR shareholders Q3 2021
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