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 ↓
LaSalle St. Investment Advisors, LLC 723,745$79,95239.10%
Gateway Advisory, LLC 1,654,317$182,752,44637.27%
GUIDANCE CAPITAL, INC 570,391$62,765,86228.11%
Mader & Shannon Wealth Management, Inc. 367,456$40,592,86426.68%
Client First Capital LLC 304,395$33,626,47324.34%
PEAVINE CAPITAL, LLC 742,800$82,057,08521.39%
Titan Capital Management, LLC /TX 134,732$14,883,84420.05%
Allred Capital Management, LLC 343,442$37,939,99618.90%
Cornerstone Retirement Group, Inc. 530,662$58,622,28016.76%
Divergent Wealth Advisors 643,895$71,131,11916.18%
View complete list of ISHARES TR shareholders