ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 177 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $1,406,000 | -1.3% | 20,150 | 0.0% | 0.26% | -10.1% |
| Q1 2019 | $1,424,000 | +0.8% | 20,150 | -9.4% | 0.29% | -6.2% |
| Q4 2018 | $1,413,000 | -10.1% | 22,250 | 0.0% | 0.30% | +5.5% |
| Q3 2018 | $1,571,000 | -47.3% | 22,250 | -46.5% | 0.29% | -52.9% |
| Q2 2018 | $2,982,000 | +36.9% | 41,600 | +48.0% | 0.61% | +32.1% |
| Q1 2018 | $2,179,000 | +9.9% | 28,100 | +8.1% | 0.46% | +4.0% |
| Q4 2017 | $1,983,000 | -2.3% | 26,000 | -7.5% | 0.45% | -11.3% |
| Q3 2017 | $2,030,000 | +7.1% | 28,100 | 0.0% | 0.50% | +14.6% |
| Q2 2017 | $1,896,000 | +3.9% | 28,100 | -3.1% | 0.44% | +13.1% |
| Q1 2017 | $1,825,000 | +14.6% | 29,000 | 0.0% | 0.39% | -7.4% |
| Q4 2016 | $1,593,000 | -2.9% | 29,000 | +7.0% | 0.42% | +8.3% |
| Q3 2016 | $1,641,000 | – | 27,100 | – | 0.39% | – |
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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% |