AXXCESS WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 481 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
AXXCESS WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,501,743
-60.3%
22,647
-60.3%
0.08%
-81.4%
Q2 2023$6,299,294
-16.8%
57,033
-16.7%
0.46%
-20.4%
Q1 2023$7,567,152
-13.4%
68,481
-13.8%
0.57%
-20.5%
Q4 2022$8,736,001
-16.1%
79,476
-16.0%
0.72%
-26.8%
Q3 2022$10,411,000
-10.5%
94,642
-10.4%
0.98%
-7.9%
Q2 2022$11,634,000
+3778.0%
105,667
+3784.8%
1.07%
+4552.2%
Q1 2022$300,000
-59.6%
2,720
-59.5%
0.02%
-57.4%
Q4 2021$742,0006,7200.05%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
PEAVINE CAPITAL, LLC 1,887,881$208,139,00040.60%
Cornerstone Retirement Group, Inc. 1,827,938$201,465,00037.83%
Divergent Wealth Advisors 697,638$76,915,00015.95%
Titan Capital Management, LLC /TX 143,194$15,787,00015.87%
Milliman Financial Risk Management LLC 9,597,047$1,058,074,00013.75%
AGILIS PARTNERS LLC 175,749$19,376,0009.69%
Reliant Wealth Planning 159,554$17,591,0008.70%
Estate Counselors, LLC 579,530$63,893,0008.31%
AFFINIA FINANCIAL GROUP, LLC 93,744$10,332,0007.91%
QUATTRO FINANCIAL ADVISORS LLC 190,873$21,044,0007.09%
View complete list of ISHARES TR shareholders