LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 208 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 46.30 and the average weighting 0.4%.

Quarter-by-quarter ownership
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$20,386
+12.7%
2730.0%0.00%
Q1 2024$18,084
+5.2%
2730.0%0.00%
Q4 2023$17,185
+1.0%
273
+0.7%
0.00%
Q3 2023$17,016
-5.5%
2710.0%0.00%
Q2 2023$18,005
-1.9%
271
+0.4%
0.00%
Q1 2023$18,357
+4.8%
2700.0%0.00%
Q4 2022$17,524
+9.5%
270
+0.4%
0.00%
Q3 2022$16,000
-15.8%
2690.0%0.00%
Q2 2022$19,000
-5.0%
2690.0%0.00%
Q1 2022$20,000
-9.1%
2690.0%0.00%
Q4 2021$22,000
-4.3%
269
+0.7%
0.00%
Q3 2021$23,000
-8.0%
2670.0%0.00%
Q2 2021$25,000
+4.2%
2670.0%0.00%
Q4 2020$24,000
+14.3%
267
+0.4%
0.00%
Q3 2020$21,000
+16.7%
2660.0%0.00%
Q2 2020$18,000
-84.6%
266
-86.4%
0.00%
-100.0%
Q1 2020$117,000
-43.8%
1,956
-30.8%
0.00%
-33.3%
Q4 2019$208,000
+11.2%
2,826
+0.0%
0.00%0.0%
Q3 2019$187,000
-5.1%
2,8250.0%0.00%0.0%
Q2 2019$197,000
-1.5%
2,825
+0.0%
0.00%0.0%
Q1 2019$200,000
+11.7%
2,8240.0%0.00%0.0%
Q4 2018$179,000
-10.1%
2,824
+0.0%
0.00%0.0%
Q3 2018$199,000
-1.5%
2,8230.0%0.00%
-25.0%
Q2 2018$202,000
-60.3%
2,823
-57.0%
0.00%
-55.6%
Q1 2018$509,000
-0.6%
6,563
-2.2%
0.01%0.0%
Q4 2017$512,000
+5.6%
6,713
+0.0%
0.01%0.0%
Q3 2017$485,000
+2.1%
6,7110.0%0.01%0.0%
Q2 2017$475,000
+12.6%
6,7110.0%0.01%0.0%
Q1 2017$422,000
+14.4%
6,7110.0%0.01%
+12.5%
Q4 2016$369,000
-9.1%
6,711
+0.0%
0.01%
-11.1%
Q3 2016$406,000
-31.4%
6,710
-38.0%
0.01%
-35.7%
Q2 2016$592,0000.0%10,8300.0%0.01%0.0%
Q1 2016$592,000
+2.4%
10,8300.0%0.01%0.0%
Q4 2015$578,000
+15.8%
10,830
+36.6%
0.01%
+7.7%
Q3 2015$499,0000.0%7,9280.0%0.01%0.0%
Q2 2015$499,000
-1.6%
7,9280.0%0.01%0.0%
Q1 2015$507,000
-47.5%
7,928
-50.0%
0.01%
+8.3%
Q4 2014$966,000
+98.8%
15,856
+100.0%
0.01%
-7.7%
Q3 2014$486,000
-36.0%
7,927
-34.5%
0.01%
-38.1%
Q2 2014$759,000
+6.2%
12,1010.0%0.02%
+5.0%
Q1 2014$715,000
-2.1%
12,1010.0%0.02%0.0%
Q4 2013$730,000
-3.2%
12,101
-6.5%
0.02%
-13.0%
Q3 2013$754,000
+6.3%
12,941
+0.0%
0.02%
+4.5%
Q2 2013$709,00012,9400.02%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Mizuho Bank, Ltd. 960,000$68,803,0009.22%
Strategic Point Investment Advisors, LLC 249,415$17,875,0007.01%
FLOW TRADERS U.S. LLC 880,097$63,077,0006.11%
Risk Paradigm Group, LLC 42,203$3,024,689,0005.82%
QUATTRO FINANCIAL ADVISORS LLC 160,398$11,267,960,0005.58%
New Vernon Capital Holdings II LLC 57,071$4,090,0004.51%
Psagot Value Holdings Ltd. 1,020,427$73,134,0003.41%
CUMBERLAND ADVISORS INC 62,840$4,504,0002.81%
FFT WEALTH MANAGEMENT LLC 96,915$6,946,0002.57%
Quantitative Advantage, LLC 119,849$8,590,0002.50%
View complete list of ISHARES TR shareholders