AXXCESS WEALTH MANAGEMENT, LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is NEAR and the CUSIP is 46431W507. A total of 351 filers reported holding ISHARES U S ETF TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
AXXCESS WEALTH MANAGEMENT, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$462,480
-78.4%
9,270
-78.5%
0.02%
-90.1%
Q1 2023$2,140,075
-50.2%
43,147
-50.5%
0.16%
-54.2%
Q4 2022$4,294,009
-37.3%
87,153
-37.3%
0.35%
-45.4%
Q3 2022$6,847,000
-14.2%
138,989
-14.2%
0.65%
-11.7%
Q2 2022$7,978,000
-10.9%
161,946
-10.4%
0.73%
+4.9%
Q1 2022$8,959,000
-2.3%
180,725
-1.5%
0.70%
+4.6%
Q4 2021$9,167,000183,5180.67%
Other shareholders
ISHARES U S ETF TR shareholders Q1 2022
NameSharesValueWeighting ↓
TEXAS TREASURY SAFEKEEPING TRUST CO 2,031,430$101,795,00025.27%
Blue Sky Asset Management, LLC 43,792$2,194,0009.53%
Copperleaf Capital, LLC 153,158$7,675,0007.38%
Clearwater Capital Advisors, LLC 928,689$46,537,0007.32%
SHUFRO ROSE & CO LLC 1,223,901$61,330,0005.90%
Kore Private Wealth LLC 581,871$29,158,0005.63%
SMITH CAPITAL MANAGEMENT INC /AR/ADV 150,584$7,546,0004.63%
UBP Investment Advisors SA 118,864$5,957,0004.60%
Denver PWM, LLC 145,998$7,316,0004.26%
Matthew Goff Investment Advisor, LLC 259,795$13,018,0004.15%
View complete list of ISHARES U S ETF TR shareholders