AXXCESS WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is USHY and the CUSIP is 46435U853. A total of 385 filers reported holding ISHARES TR in Q2 2023. 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 TR
ValueSharesWeighting
Q3 2023$30,282,139
+8976.8%
872,433
+9131.1%
1.03%
+4200.0%
Q2 2023$333,620
-14.8%
9,451
-14.2%
0.02%
-20.0%
Q1 2023$391,725
+4.3%
11,019
+1.3%
0.03%
-3.2%
Q4 2022$375,514
+34.6%
10,875
+31.1%
0.03%
+19.2%
Q3 2022$279,000
-54.9%
8,298
-44.7%
0.03%
-42.2%
Q4 2021$618,00015,0000.04%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
PPM AMERICA INC/IL 337,747$11,662,40446.46%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 5,362,421$185,164,39712.30%
ERTS Wealth Advisors, LLC 1,069,944$36,945,1579.58%
Cavalier Investments, LLC 590,653$20,395,2497.32%
HORIZON FINANCIAL SERVICES, LLC 234,907$8,111,3397.01%
Wavelength Capital Management, LLC 162,315$5,604,7376.64%
Sage Advisory Services, Ltd.Co. 619,594$21,395,0006.26%
Japan Science & Technology Agency 11,130,157$384,324,3215.77%
Bricktown Capital, LLC 1,388,766$47,954,0905.55%
REBALANCE, LLC 1,314,065$45,374,6584.71%
View complete list of ISHARES TR shareholders