UNIONVIEW, LLC - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 237 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 32.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
UNIONVIEW, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$226,260
-4.4%
3,5630.0%0.21%
-0.9%
Q2 2023$236,735
-1.5%
3,563
+0.6%
0.22%
-4.4%
Q1 2023$240,415
+4.8%
3,5420.0%0.23%
-1.3%
Q4 2022$229,504
+12.0%
3,542
+1.2%
0.23%
-2.1%
Q3 2022$205,000
-15.3%
3,5000.0%0.23%
-13.3%
Q2 2022$242,000
-8.0%
3,5000.0%0.27%
+9.8%
Q1 2022$263,000
-9.0%
3,5000.0%0.25%
-8.9%
Q4 2021$289,0003,5000.27%
Other shareholders
ISHARES TR shareholders Q1 2022
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