Avior Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 193 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$59,351
-4.3%
9950.0%0.00%0.0%
Q2 2023$62,029
+12.6%
9950.0%0.00%0.0%
Q1 2023$55,082
+13.7%
9950.0%0.00%0.0%
Q4 2022$48,436
+0.9%
9950.0%0.00%0.0%
Q3 2022$48,000
-2.0%
9950.0%0.00%
-20.0%
Q2 2022$49,000
-23.4%
9950.0%0.01%
-16.7%
Q1 2022$64,000
-9.9%
9950.0%0.01%0.0%
Q4 2021$71,000
+9.2%
9950.0%0.01%
+20.0%
Q3 2021$65,000
+1.6%
9950.0%0.01%
-16.7%
Q2 2021$64,000
+12.3%
995
+400.0%
0.01%0.0%
Q1 2021$57,0000.0%1990.0%0.01%
-14.3%
Q4 2020$57,000
+7.5%
1990.0%0.01%
-12.5%
Q3 2020$53,000
+15.2%
1990.0%0.01%
+14.3%
Q2 2020$46,000
+27.8%
1990.0%0.01%0.0%
Q1 2020$36,000
-12.2%
1990.0%0.01%0.0%
Q4 2019$41,000
+7.9%
1990.0%0.01%0.0%
Q3 2019$38,0000.0%1990.0%0.01%0.0%
Q2 2019$38,000
+5.6%
1990.0%0.01%
-12.5%
Q1 2019$36,000
+16.1%
1990.0%0.01%
+14.3%
Q4 2018$31,000
-16.2%
1990.0%0.01%
-12.5%
Q3 2018$37,000
+5.7%
1990.0%0.01%0.0%
Q2 2018$35,000
+6.1%
1990.0%0.01%0.0%
Q1 2018$33,000
+6.5%
1990.0%0.01%
+14.3%
Q4 2017$31,000
+6.9%
1990.0%0.01%
-30.0%
Q3 2017$29,000
+3.6%
1990.0%0.01%
-9.1%
Q2 2017$28,000
+7.7%
1990.0%0.01%
+22.2%
Q1 2017$26,000
-46.9%
199
-50.0%
0.01%
-50.0%
Q4 2016$49,0000.0%3980.0%0.02%
-5.3%
Q3 2016$49,0003980.02%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Clearstead Trust, LLC 614,062$36,628,77812.05%
Aspire Wealth Management Corp 100,273$5,981,2764.55%
FAS Wealth Partners, Inc. 708,476$42,260,6044.52%
KILEY JUERGENS WEALTH MANAGEMENT, LLC 157,335$9,385,0463.39%
DB Wealth Management Group, LLC 82,774$4,937,4453.12%
Sunburst Financial Group, LLC 140,491$8,380,2882.96%
Dentgroup LLC 64,114$3,824,3942.82%
Equitable Holdings, Inc. 3,188,526$190,195,5762.73%
Madison Wealth Partners, Inc 44,066$2,628,5341.33%
White Pine Investment CO 62,175$3,7091.30%
View complete list of ISHARES TR shareholders