Accel Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 109 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.19 and the average weighting 0.1%.

Quarter-by-quarter ownership
Accel Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$21,672
+6.4%
2590.0%0.01%
-10.0%
Q4 2022$20,373
+7.2%
2590.0%0.01%0.0%
Q3 2022$19,000
+5.6%
2590.0%0.01%0.0%
Q2 2022$18,000
-28.0%
2590.0%0.01%
-23.1%
Q1 2022$25,000
+8.7%
2590.0%0.01%
+18.2%
Q4 2021$23,000
+4.5%
2590.0%0.01%
-21.4%
Q3 2021$22,000
-8.3%
2590.0%0.01%
-12.5%
Q2 2021$24,000
+9.1%
2590.0%0.02%
-11.1%
Q1 2021$22,000
+4.8%
2590.0%0.02%
-10.0%
Q4 2020$21,0002590.02%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
SINECERA CAPITAL, LLC 37,459$2,940,4523.96%
Pathway Financial Advisors LLC 125,747$9,870,9603.37%
Wealth Advisors of Tampa Bay, LLC 46,580$3,656,4681.01%
First Bancorp, Inc /ME/ 4,614$362,1930.32%
Ameritas Advisory Services, LLC 76,437$6,000,1820.30%
BEAM WEALTH ADVISORS, INC. 3,904$306,4780.22%
OVERSEA-CHINESE BANKING Corp Ltd 46,768$3,661,4660.17%
Sunflower Bank, N.A. 6,343$497,9170.12%
Slow Capital, Inc. 7,697$604,1860.11%
Proficio Capital Partners LLC 10,460$821,0950.11%
View complete list of ISHARES TR shareholders