AXXCESS WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 162 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
AXXCESS WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$316,173
+19.3%
9,310
+14.5%
0.01%
-56.0%
Q3 2022$265,000
-5.7%
8,128
+0.0%
0.02%
-3.8%
Q2 2022$281,000
+7.3%
8,127
+16.9%
0.03%
+30.0%
Q1 2022$262,000
-67.5%
6,954
-65.4%
0.02%
-66.1%
Q4 2021$805,00020,1090.06%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Curran Financial Partners, LLC 259,257$8,804,6433.84%
Archvest Wealth Advisors, Inc. 214,257$7,417,0173.03%
ATLAS CAPITAL ADVISORS LLC 518,500$17,608,7782.90%
Investment Advisory Group, LLC 147,765$5,018,2432.61%
Weaver Consulting Group 164,891$5,599,8732.53%
Thrive Capital Management, LLC 125,623$4,266,2752.36%
Consilium Wealth Advisory, LLC 77,038$2,616,2921.83%
Gainplan LLC 12,974$440,6100.61%
RDA Financial Network 32,475$1,102,8830.48%
Camarda Financial Advisors, LLC 19,487$661,8070.43%
View complete list of ISHARES TR shareholders