Avior Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 186 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,188,795
-26.1%
16,231
-23.2%
0.08%
-23.8%
Q2 2023$1,608,094
-12.8%
21,142
-19.7%
0.10%
-17.3%
Q1 2023$1,845,031
-3.0%
26,335
-11.3%
0.13%
-11.8%
Q4 2022$1,901,837
+4904.8%
29,693
+4447.2%
0.14%
+4700.0%
Q3 2022$38,000
+216.7%
653
+226.5%
0.00%
+200.0%
Q2 2022$12,000
-20.0%
2000.0%0.00%0.0%
Q1 2022$15,000
-84.7%
200
-84.1%
0.00%
-87.5%
Q4 2021$98,000
+600.0%
1,259
+529.5%
0.01%
+700.0%
Q3 2021$14,0000.0%2000.0%0.00%0.0%
Q2 2021$14,000
+7.7%
2000.0%0.00%0.0%
Q1 2021$13,0002000.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
BigSur Wealth Management LLC 18,299$1,670,0001.19%
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 21,329$1,946,0000.97%
Capital Advisors, Ltd. LLC 31,985$2,919,0000.94%
180 WEALTH ADVISORS, LLC 13,337$1,215,0000.63%
Carroll Financial Associates, Inc. 60,523$5,523,0000.61%
Daniel Devine & Co 4,425$404,0000.33%
Curbstone Financial Management Corp 12,650$1,154,0000.33%
GFS Advisors, LLC 14,500$1,323,0000.27%
FLAGSHIP HARBOR ADVISORS, LLC 8,844$790,0000.24%
Dorsey & Whitney Trust CO LLC 13,650$1,246,0000.23%
View complete list of ISHARES TR shareholders