AXXCESS WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 205 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.4%.

Quarter-by-quarter ownership
AXXCESS WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,168,111
+226.6%
29,216
+236.1%
0.07%
+54.2%
Q2 2023$663,797
+1.3%
8,693
-3.7%
0.05%
-4.0%
Q1 2023$655,396
+1.5%
9,025
-2.9%
0.05%
-5.7%
Q4 2022$645,446
-4.5%
9,291
-5.3%
0.05%
-17.2%
Q3 2022$676,0009,8120.06%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
BW Gestao de Investimentos Ltda. 1,150,000$111,033,00036.34%
Ferguson Shapiro LLC 110,379$10,657,0007.91%
Summit Rock Advisors, LP 172,253$16,631,0005.80%
Systelligence, LLC 264,667$25,554,0005.47%
STRINGER ASSET MANAGEMENT, LLC 48,886$4,720,0004.96%
Stewardship Advisors, LLC 73,287$7,076,0002.88%
Provident Wealth Management, LLC 23,438$2,263,0002.63%
FormulaFolio Investments, LLC 1,216,469$117,450,0002.46%
Financial Gravity Asset Management, Inc. 25,793$2,487,0002.28%
B&D White Capital Company, LLC 40,611$3,920,0002.23%
View complete list of ISHARES TR shareholders