AXXCESS WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is EAGG and the CUSIP is 46435U549. A total of 229 filers reported holding ISHARES TR in Q1 2022. 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$594,291
-0.0%
13,119
+4.1%
0.02%
-53.5%
Q2 2023$594,578
-4.3%
12,605
-2.5%
0.04%
-8.5%
Q1 2023$621,560
+10.1%
12,933
+7.0%
0.05%0.0%
Q4 2022$564,759
-6.7%
12,083
-7.2%
0.05%
-17.5%
Q3 2022$605,000
-8.7%
13,017
-3.9%
0.06%
-6.6%
Q2 2022$663,000
-30.8%
13,549
-27.0%
0.06%
-18.7%
Q1 2022$958,000
+6.7%
18,560
+14.1%
0.08%
+13.6%
Q4 2021$898,00016,2700.07%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Financial Network Wealth Management LLC 244,422$10,9905.36%
Atlantic Private Wealth, LLC 79,800$3,614,9583.65%
Private Ocean, LLC 593,180$26,871,0523.41%
Summit Wealth Group, LLC 50,343$2,2812.04%
One Wealth Advisors, LLC 199,579$9,040,9292.01%
Affinity Capital Advisors, LLC 130,502$5,911,7441.62%
Bond & Devick Financial Network, Inc. 53,091$2,405,0221.55%
Omega Financial Group, LLC 67,938$3,077,5991.50%
Stewardship Advisors, LLC 84,394$3,823,0601.49%
Mascoma Wealth Management LLC 102,837$4,658,4951.46%
View complete list of ISHARES TR shareholders