ALTFEST L J & CO 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
ALTFEST L J & CO INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,027
-11.0%
16,167
-7.0%
0.16%
-6.4%
Q2 2023$1,154
-0.3%
17,375
+1.9%
0.17%
-4.4%
Q1 2023$1,157
-81.0%
17,051
-81.8%
0.18%
-82.0%
Q4 2022$6,084
-99.4%
93,908
+433.3%
1.01%
+422.3%
Q3 2022$1,031,000
+10.6%
17,610
+30.7%
0.19%
+15.6%
Q2 2022$932,000
-14.0%
13,471
-6.8%
0.17%
-13.5%
Q1 2022$1,084,000
-60.6%
14,449
-56.6%
0.19%
-63.2%
Q4 2021$2,752,000
+230.4%
33,279
+239.4%
0.52%
+200.0%
Q3 2021$833,000
-7.9%
9,806
+2.6%
0.18%
-10.3%
Q2 2021$904,000
+3.1%
9,561
+1.0%
0.20%
-5.8%
Q1 2021$877,000
+2.2%
9,470
-1.1%
0.21%
-1.4%
Q4 2020$858,000
+16.4%
9,579
+0.3%
0.21%
+7.1%
Q3 2020$737,000
+10.8%
9,548
-0.7%
0.20%
+2.6%
Q2 2020$665,000
+8.1%
9,612
-6.7%
0.19%
-1.0%
Q1 2020$615,000
-43.3%
10,300
-30.2%
0.19%
-29.3%
Q4 2019$1,084,000
+11.8%
14,754
+0.9%
0.27%
+9.2%
Q3 2019$970,000
-55.1%
14,629
-52.7%
0.25%
-56.5%
Q2 2019$2,160,000
-11.2%
30,951
-10.0%
0.58%
-2.9%
Q1 2019$2,432,000
+13.2%
34,400
+1.7%
0.59%
-1.3%
Q4 2018$2,149,000
+515.8%
33,822
+593.9%
0.60%
+361.5%
Q2 2018$349,000
-33.1%
4,874
-27.5%
0.13%
-42.2%
Q1 2018$522,000
-0.9%
6,727
-2.6%
0.22%
+12.5%
Q4 2017$527,000
-10.8%
6,905
-15.6%
0.20%
-30.3%
Q3 2017$591,000
+7.1%
8,1800.0%0.29%
-13.8%
Q2 2017$552,000
-27.9%
8,180
-32.8%
0.33%
+9.5%
Q1 2017$766,000
-34.3%
12,171
-42.6%
0.30%
-47.8%
Q4 2016$1,166,00021,2200.58%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Analyst IMS Investment Management Services Ltd. 771,612$52,4623.98%
Guild Investment Management, Inc. 36,880$2,503,0463.84%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 55,805$3,794,1823.73%
Accredited Investors Inc. 720,155$48,876,9123.71%
OVERSEA-CHINESE BANKING Corp Ltd 872,844$59,231,5312.95%
Horizon Investments, LLC 1,268,756$86,110,4702.55%
GFG Capital, LLC 8,417$11,277,9962.42%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 149,222$10,145,6042.32%
Moneda S.A. Administradora General de Fondos 30,016$2,037,1862.30%
Fullerton Fund Management Co Ltd. 377,100$25,593,7771.95%
View complete list of ISHARES TR shareholders