Cape Investment Advisory, Inc. - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 173 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.12 and the average weighting 0.2%.

Quarter-by-quarter ownership
Cape Investment Advisory, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$432
+6.1%
60.0%0.00%
Q1 2024$407
+2.0%
60.0%0.00%
Q4 2023$399
+4.7%
60.0%0.00%
Q3 2023$381
-4.5%
60.0%0.00%
Q2 2023$399
-2.0%
60.0%0.00%
Q1 2023$40760.00%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Horizon Investments, LLC 549,976$32,053,0007.42%
RiverFront Investment Group, LLC 2,653,894$154,669,0004.74%
Mizuho Bank, Ltd. 670,000$39,048,0004.67%
Highmount Capital, LLC 318,635$18,570,0004.58%
Round Table Services, LLC 62,494$3,642,0003.64%
HABERER REGISTERED INVESTMENT ADVISOR INC 116,478$6,787,0002.43%
Rex Capital Advisors, LLC 34,763$2,025,965,0002.22%
MARCUARD FAMILY OFFICE LTD 19,203$1,119,0002.14%
Lattice Strategies LLC 64,455$3,756,0002.03%
Convergent Wealth Advisors 155,535$9,065,0001.77%
View complete list of ISHARES TR shareholders