L. Roy Papp & Associates, LLP - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 190 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 4.47 and the average weighting 0.4%.

Quarter-by-quarter ownership
L. Roy Papp & Associates, LLP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$635,000
-4.4%
10,0000.0%0.09%
+1.2%
Q2 2023$664,400
-2.1%
10,0000.0%0.08%
-7.6%
Q1 2023$678,700
+4.8%
10,0000.0%0.09%
+1.1%
Q4 2022$647,900
+10.8%
10,0000.0%0.09%
+3.4%
Q3 2022$585,000
-15.5%
10,0000.0%0.09%
-12.0%
Q2 2022$692,000
-7.7%
10,0000.0%0.10%
+6.4%
Q1 2022$750,000
-9.3%
10,0000.0%0.09%
-1.1%
Q4 2021$827,000
-2.6%
10,0000.0%0.10%
-12.0%
Q3 2021$849,000
-10.2%
10,0000.0%0.11%
-9.2%
Q2 2021$945,000
+5.5%
10,0000.0%0.12%
+15.5%
Q4 2020$896,000
+16.1%
10,0000.0%0.10%
+4.0%
Q3 2020$772,000
+11.6%
10,0000.0%0.10%
+1.0%
Q2 2020$692,000
+15.9%
10,0000.0%0.10%
-10.1%
Q1 2020$597,000
-18.8%
10,0000.0%0.11%
+2.8%
Q4 2019$735,000
+10.9%
10,0000.0%0.11%
+1.9%
Q3 2019$663,000
-5.0%
10,0000.0%0.10%
-5.5%
Q2 2019$698,000
-1.3%
10,0000.0%0.11%
-13.4%
Q1 2019$707,000
+11.3%
10,0000.0%0.13%
-4.5%
Q4 2018$635,000
-10.1%
10,0000.0%0.13%
+5.6%
Q3 2018$706,000
-1.5%
10,0000.0%0.13%
-7.4%
Q2 2018$717,000
-7.5%
10,0000.0%0.14%
-8.1%
Q1 2018$775,000
+1.6%
10,0000.0%0.15%
-2.0%
Q4 2017$763,000
+13.2%
10,0000.0%0.15%
+3.4%
Q2 2017$674,000
+22.8%
10,0000.0%0.15%
+15.9%
Q4 2016$549,000
-9.3%
10,0000.0%0.13%
-10.0%
Q3 2016$605,000
+10.6%
10,0000.0%0.14%
+8.5%
Q2 2016$547,000
+0.2%
10,0000.0%0.13%0.0%
Q1 2016$546,000
+2.2%
10,0000.0%0.13%
-1.5%
Q4 2015$534,000
+1.3%
10,0000.0%0.13%
+0.8%
Q3 2015$527,000
-16.3%
10,0000.0%0.13%
-9.1%
Q2 2015$630,000
-1.6%
10,0000.0%0.14%
+2.1%
Q1 2015$640,000
+5.1%
10,0000.0%0.14%
+5.3%
Q4 2014$609,000
-0.7%
10,0000.0%0.13%
-6.3%
Q3 2014$613,000
-2.2%
10,0000.0%0.14%
+0.7%
Q2 2014$627,000
+6.1%
10,0000.0%0.14%
+2.2%
Q1 2014$591,000
-2.0%
10,0000.0%0.14%
+6.2%
Q4 2013$603,000
+3.4%
10,0000.0%0.13%
-5.8%
Q3 2013$583,000
+6.4%
10,0000.0%0.14%
+1.5%
Q2 2013$548,00010,0000.14%
Other shareholders
ISHARES TR shareholders Q3 2019
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