Avior Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 408 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.15 and the average weighting 0.3%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$117,062
-1.3%
3430.0%0.01%0.0%
Q2 2023$118,657
+4.4%
343
-8.0%
0.01%0.0%
Q1 2023$113,658
+19.1%
3730.0%0.01%
+14.3%
Q4 2022$95,436
+2.6%
3730.0%0.01%
-12.5%
Q3 2022$93,000
-7.0%
3730.0%0.01%
-20.0%
Q2 2022$100,000
-31.0%
373
-11.8%
0.01%
-16.7%
Q1 2022$145,000
-31.3%
423
-20.3%
0.01%
-29.4%
Q4 2021$211,000
-11.7%
531
-11.6%
0.02%
-15.0%
Q3 2021$239,000
+53.2%
601
+49.9%
0.02%
+25.0%
Q2 2021$156,000
-47.8%
401
-54.2%
0.02%
-50.0%
Q1 2021$299,000
-33.3%
876
-30.9%
0.03%
-41.8%
Q4 2020$448,000
-53.5%
1,268
-59.0%
0.06%
-59.9%
Q3 2020$963,000
-53.6%
3,096
-57.6%
0.14%
-57.8%
Q2 2020$2,076,000
+18.0%
7,305
-12.7%
0.32%
-6.3%
Q1 2020$1,760,000
-75.0%
8,370
-72.3%
0.35%
-69.3%
Q4 2019$7,053,000
-14.6%
30,268
-22.3%
1.13%
-21.8%
Q3 2019$8,256,000
-20.2%
38,967
-17.7%
1.45%
-22.0%
Q2 2019$10,350,000
+25775.0%
47,375
+14892.1%
1.86%
+14176.9%
Q1 2017$40,000
+17.6%
3160.0%0.01%0.0%
Q4 2016$34,000
-5.6%
3160.0%0.01%
-7.1%
Q3 2016$36,000
-44.6%
316
-50.0%
0.01%0.0%
Q2 2016$65,000
+103.1%
632
+100.0%
0.01%0.0%
Q1 2016$32,000
-3.0%
316
+1.0%
0.01%
-22.2%
Q4 2015$33,000
+10.0%
3130.0%0.02%0.0%
Q3 2015$30,0003130.02%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Financial Advantage, Inc. 18,485$6,308,1919.68%
Chicago Wealth Management, Inc. 23,835$8,133,9326.41%
Migdal Insurance & Financial Holdings Ltd. 670,289$228,7434.89%
SFI Advisors, LLC 13,095$4,468,6294.37%
Altus Wealth Management, LLC 18,178$6,203,4424.31%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 143,500$48,9714.20%
Main Management ETF Advisors, LLC 159,525$54,4403.87%
CPR Investments Inc. 8,759$2,989,0963.21%
MinichMacGregor Wealth Management, LLC 27,023$9,221,9023.05%
SP Asset Management LLC 78,600$26,822,9363.01%
View complete list of ISHARES TR shareholders