Avior Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 377 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.11 and the average weighting 0.2%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$4,415
+14.4%
710.0%0.00%
Q1 2023$3,859
+93.0%
71
+6.0%
0.00%
Q3 2022$2,000
-33.3%
670.0%0.00%
Q2 2022$3,0000.0%67
+1.5%
0.00%
Q1 2022$3,000
-25.0%
660.0%0.00%
Q4 2021$4,000
+33.3%
660.0%0.00%
Q3 2021$3,0000.0%66
+500.0%
0.00%
Q2 2021$3,0000.0%110.0%0.00%
Q1 2021$3,0000.0%110.0%0.00%
Q4 2020$3,000
-70.0%
11
-71.1%
0.00%
-100.0%
Q3 2020$10,000
-33.3%
38
-41.5%
0.00%
-50.0%
Q2 2020$15,000
+87.5%
65
+58.5%
0.00%
+100.0%
Q4 2019$8,000410.00%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
B, B, H, & B INC. 88,844$5,154,0004.86%
Empowered Funds, LLC 495,761$28,759,0003.14%
Goodwin Investment Advisory 75,430$4,374,0003.00%
OmniStar Financial Group, Inc. 47,174$2,736,0002.72%
Signify Wealth 69,535$4,034,0002.71%
PATTEN & PATTEN INC/TN 547,138$31,739,0002.32%
MA Private Wealth 212,620$12,334,0002.25%
Outlook Wealth Advisors, LLC 111,104$6,445,0002.16%
Flagship Private Wealth, LLC 44,774$2,597,0002.13%
Dentgroup LLC 37,259$2,161,0002.08%
View complete list of ISHARES TR shareholders