Avior Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 145 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$167,452
+1.7%
4,026
-5.1%
0.01%0.0%
Q2 2023$164,646
-1.4%
4,241
-0.5%
0.01%0.0%
Q1 2023$166,989
-15.3%
4,263
-12.1%
0.01%
-26.7%
Q4 2022$197,128
-1.4%
4,848
-16.0%
0.02%
-11.8%
Q3 2022$200,000
-4.3%
5,770
-0.7%
0.02%
-19.0%
Q2 2022$209,000
-14.0%
5,812
-3.6%
0.02%0.0%
Q1 2022$243,000
+25.9%
6,028
-2.1%
0.02%
+31.2%
Q4 2021$193,000
-6.3%
6,158
-12.4%
0.02%
-5.9%
Q3 2021$206,000
-9.6%
7,030
-6.6%
0.02%
-26.1%
Q2 2021$228,000
+8.6%
7,524
-1.6%
0.02%
+4.5%
Q1 2021$210,0000.0%7,647
-15.3%
0.02%
-15.4%
Q4 2020$210,000
+6.1%
9,029
-10.1%
0.03%
-7.1%
Q3 2020$198,000
-14.7%
10,047
-6.2%
0.03%
-22.2%
Q2 2020$232,000
-2.5%
10,707
-25.4%
0.04%
-23.4%
Q1 2020$238,000
-47.5%
14,361
-4.6%
0.05%
-35.6%
Q4 2019$453,000
+0.2%
15,057
-3.2%
0.07%
-7.6%
Q3 2019$452,000
-6.6%
15,554
-1.4%
0.08%
-9.2%
Q2 2019$484,000
-8.7%
15,777
-6.7%
0.09%
-22.3%
Q1 2019$530,000
+12.8%
16,901
-2.4%
0.11%
-0.9%
Q4 2018$470,000
-26.2%
17,311
-2.6%
0.11%
-16.9%
Q3 2018$637,000
-2.9%
17,779
-0.1%
0.14%
-8.1%
Q2 2018$656,000
+4.1%
17,804
-6.5%
0.15%
+1.4%
Q1 2018$630,000
-12.0%
19,045
-5.7%
0.15%
-8.8%
Q4 2017$716,000
-4.0%
20,202
-8.8%
0.16%
-34.7%
Q3 2017$746,000
-2.9%
22,146
-8.8%
0.24%
-22.0%
Q2 2017$768,000
-24.9%
24,272
-18.7%
0.31%
-8.2%
Q1 2017$1,023,000
-1.4%
29,845
+3.3%
0.34%
-11.9%
Q4 2016$1,038,000
+5.0%
28,885
+0.7%
0.39%0.0%
Q3 2016$989,000
-44.7%
28,697
-49.5%
0.39%
+0.3%
Q2 2016$1,788,000
+112.4%
56,779
+100.5%
0.39%
+3.8%
Q1 2016$842,000
+11.1%
28,316
+5.1%
0.37%
-10.1%
Q4 2015$758,000
-0.7%
26,932
+2.5%
0.42%
-7.2%
Q3 2015$763,000
-20.3%
26,269
-0.5%
0.45%
-40.2%
Q2 2015$957,000
-3.1%
26,391
+0.3%
0.75%
-2.1%
Q1 2015$988,000
+4.9%
26,306
+7.0%
0.76%
+1.7%
Q4 2014$942,000
-12.0%
24,583
+2.9%
0.75%
-17.6%
Q3 2014$1,070,000
-4.6%
23,900
+6.4%
0.91%
-3.3%
Q2 2014$1,122,000
+41.0%
22,462
+25.0%
0.94%
+41.5%
Q1 2014$796,000
+22.3%
17,968
+19.8%
0.66%
+7.8%
Q4 2013$651,00015,0030.62%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Sowa Financial Group, Inc. 183,574$5,392,0003.50%
AVALON CAPITAL MANAGEMENT 196,562$5,773,0003.24%
Family Firm, Inc. 299,627$9,765,0002.57%
Zeit Capital LLC 63,134$1,854,0001.58%
Windward Private Wealth Management Inc. 97,800$2,872,0001.17%
INTERACTIVE FINANCIAL ADVISORS, INC. 90,730$2,665,0001.16%
SENTINEL PENSION ADVISORS INC 51,514$1,513,0000.52%
Kesler, Norman & Wride, LLC 53,147$1,561,0000.37%
TELEMUS CAPITAL, LLC 148,159$4,351,0000.37%
M Financial Asset Management, Inc. 1,931$57,0000.28%
View complete list of ISHARES TR shareholders