AXXCESS WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 1,035 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 7.21 and the average weighting 0.5%.

Quarter-by-quarter ownership
AXXCESS WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$271,832
-58.7%
9,016
-57.6%
0.01%
-81.2%
Q2 2023$657,912
+2.2%
21,271
+3.2%
0.05%
-2.0%
Q1 2023$643,788
+95.7%
20,621
+91.4%
0.05%
+81.5%
Q4 2022$328,930
-43.7%
10,774
-41.5%
0.03%
-50.9%
Q3 2022$584,000
+30.1%
18,428
+49.5%
0.06%
+57.1%
Q1 2022$449,000
-56.1%
12,330
-52.5%
0.04%
-53.3%
Q4 2021$1,023,00025,9460.08%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 4,460,000$134,46946.73%
HARVEST VOLATILITY MANAGEMENT LLC 19,330$582,80019.33%
Edge Wealth Management LLC 1,511,573$45,573,93610.65%
Montis Financial, LLC 379,733$11,448,9377.67%
Sowa Financial Group, Inc. 287,082$8,6566.50%
Glaxis Capital Management, LLC 30,000$904,5005.77%
Spectrum Asset Management, Inc. 223,029$6,724,3425.74%
REDMONT WEALTH ADVISORS LLC 96,279$2,902,8125.10%
Insight Wealth Strategies, LLC 864,388$26,061,3055.03%
Moser Wealth Advisors, LLC 228,486$6,888,8574.84%
View complete list of ISHARES TR shareholders