AXXCESS WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 146 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q3 2023
NameSharesValueWeighting ↓
Curran Financial Partners, LLC 233,588$7,850,8783.79%
Allen Capital Group, LLC 101,390$3,407,7023.37%
Archvest Wealth Advisors, Inc. 101,390$3,407,7023.37%
WNY Asset Management, LLC 356,328$11,976,1963.24%
Investment Advisory Group, LLC 154,533$5,193,8493.19%
Weaver Consulting Group 182,602$6,137,2493.13%
Thrive Capital Management, LLC 138,044$4,639,6463.03%
ATLAS CAPITAL ADVISORS LLC 518,500$17,426,7852.93%
Affiance Financial, LLC 159,885$5,373,7352.18%
Sargent Bickham Lagudis LLC 405,007$13,612,2991.12%
View complete list of ISHARES TR shareholders