ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 187 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $381,000 | -4.4% | 6,000 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $398,640 | -2.1% | 6,000 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $407,220 | +4.8% | 6,000 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $388,740 | +10.8% | 6,000 | 0.0% | 0.01% | -12.5% |
| Q3 2022 | $351,000 | -15.4% | 6,000 | 0.0% | 0.01% | -11.1% |
| Q2 2022 | $415,000 | -7.8% | 6,000 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $450,000 | -9.3% | 6,000 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $496,000 | -2.7% | 6,000 | 0.0% | 0.01% | -10.0% |
| Q3 2021 | $510,000 | -10.1% | 6,000 | 0.0% | 0.01% | -9.1% |
| Q2 2021 | $567,000 | +2.0% | 6,000 | 0.0% | 0.01% | -8.3% |
| Q1 2021 | $556,000 | +3.3% | 6,000 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $538,000 | -10.6% | 6,000 | -23.1% | 0.01% | -20.0% |
| Q3 2020 | $602,000 | – | 7,800 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Core Wealth Advisors, Inc. | 85,751 | $7,946,000 | 7.01% |
| Analyst IMS Investment Management Services Ltd. | 464,011 | $42,995,000 | 5.76% |
| Accredited Investors Inc. | 404,533 | $37,484,000 | 5.02% |
| Granby Capital Management, LLC | 75,000 | $6,950,000 | 4.94% |
| H&H Retirement Design & Management INC | 86,856 | $8,100,000 | 4.87% |
| Strategic Point Investment Advisors, LLC | 190,015 | $17,607,000 | 4.66% |
| OLD MISSION CAPITAL LLC | 837,442 | $77,597,000 | 4.32% |
| Riggs Asset Managment Co. Inc. | 136,281 | $12,628,000 | 3.83% |
| WestEnd Advisors, LLC | 958,882 | $88,850,006,000 | 3.56% |
| LFA - Lugano Financial Advisors SA | 52,159 | $4,833,000 | 3.38% |