AXXCESS WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 641 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
AXXCESS WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,648,684
+649.4%
17,556
+569.6%
0.06%
+180.0%
Q2 2022$220,000
-53.1%
2,622
-43.4%
0.02%
-45.9%
Q1 2022$469,000
-39.2%
4,630
-35.3%
0.04%
-33.9%
Q4 2021$772,0007,1560.06%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Goodwin Investment Advisory 266,691$22,949,00028.08%
Sharkey, Howes & Javer 646,600$55,627,00018.57%
BHF RG Capital Inc. 279,556$24,050,00018.14%
ONE Advisory Partners, LLC 274,081$23,579,00016.15%
CLIENT 1ST ADVISORY GROUP, LLC 262,068$22,708,00014.74%
FIRETHORN WEALTH PARTNERS, LLC 121,045$10,414,00011.25%
55I, LLC 1,748,678$150,439,00011.22%
VIVID FINANCIAL MANAGEMENT, INC. 263,385$22,659,00010.93%
PAX Financial Group, LLC 396,046$34,072,00010.66%
Stone House Investment Management, LLC 239,258$20,583,00010.37%
View complete list of ISHARES TR shareholders