AXXCESS WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 449 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.

Quarter-by-quarter ownership
AXXCESS WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$225,116
-11.8%
8,189
-12.9%
0.02%
-19.0%
Q4 2022$255,277
+2.9%
9,399
-14.7%
0.02%
-8.7%
Q3 2022$248,000
-22.7%
11,023
-6.6%
0.02%
-23.3%
Q2 2022$321,000
-58.8%
11,807
-51.9%
0.03%
-50.8%
Q1 2022$780,000
+32.7%
24,562
+30.3%
0.06%
+41.9%
Q4 2021$588,00018,8520.04%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Curbstone Financial Management Corp 21,910$613,2610.14%
CHEMUNG CANAL TRUST CO 21,067$589,6640.12%
Fifth Third Wealth Advisors LLC 9,943$278,3050.09%
Fragasso Group Inc. 30,863$863,8570.08%
Lowe Wealth Advisors, LLC 2,410$67,4560.03%
Anchor Investment Management, LLC 5,325$149,0610.02%
Versant Capital Management, Inc 1,489$41,6770.01%
ST GERMAIN D J CO INC 820$22,9520.00%
View complete list of ISHARES TR shareholders