Avior Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 686 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.35 and the average weighting 0.3%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$33,784
-18.3%
322
-15.3%
0.00%
-33.3%
Q2 2023$41,370
+5.4%
380
-10.2%
0.00%0.0%
Q1 2023$39,258
+311.8%
423
+230.5%
0.00%
+200.0%
Q4 2022$9,534
-4.7%
128
-6.6%
0.00%0.0%
Q3 2022$10,000
-16.7%
137
-11.6%
0.00%0.0%
Q2 2022$12,000
-20.0%
1550.0%0.00%0.0%
Q1 2022$15,000
-64.3%
155
-58.0%
0.00%
-66.7%
Q4 2021$42,000
-10.6%
369
-22.2%
0.00%
-25.0%
Q3 2021$47,000
+291.7%
474
+270.3%
0.00%
+300.0%
Q2 2021$12,000
+9.1%
1280.0%0.00%0.0%
Q1 2021$11,000
+10.0%
1280.0%0.00%0.0%
Q4 2020$10,000
+11.1%
128
+300.0%
0.00%0.0%
Q3 2020$9,000
+12.5%
320.0%0.00%0.0%
Q2 2020$8,000
+33.3%
320.0%0.00%0.0%
Q1 2020$6,000
-14.3%
320.0%0.00%0.0%
Q4 2019$7,000
+16.7%
320.0%0.00%0.0%
Q3 2019$6,0000.0%320.0%0.00%0.0%
Q2 2019$6,0000.0%320.0%0.00%0.0%
Q1 2019$6,000
+20.0%
320.0%0.00%0.0%
Q4 2018$5,000
-16.7%
320.0%0.00%0.0%
Q3 2018$6,0000.0%320.0%0.00%0.0%
Q2 2018$6,000
+20.0%
320.0%0.00%0.0%
Q1 2018$5,0000.0%320.0%0.00%0.0%
Q4 2017$5,0000.0%320.0%0.00%
-50.0%
Q3 2017$5,000
+25.0%
320.0%0.00%0.0%
Q2 2017$4,0000.0%320.0%0.00%
+100.0%
Q1 2017$4,0000.0%320.0%0.00%0.0%
Q4 2016$4,0000.0%320.0%0.00%
-50.0%
Q3 2016$4,000
-33.3%
32
-50.0%
0.00%
+100.0%
Q2 2016$6,000
+100.0%
64
+100.0%
0.00%0.0%
Q1 2016$3,000320.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
PGIM Custom Harvest LLC 4,311,874$452,401,82016.70%
Mendel Capital Management LLC 110,028$11,544,1829.48%
First Citizens Financial Corp 103,824$10,893,2147.68%
Signature Wealth Management Partners, LLC 64,359$6,752,5806.60%
Stonebridge Financial Planning Group, LLC 84,401$8,855,3185.68%
Buttonwood Financial Group, LLC 75,107$7,761,0445.66%
COTTONWOOD CAPITAL ADVISORS, LLC 43,767$4,592,0684.29%
Commonwealth Financial Services, LLC 117,067$12,282,6683.65%
Pariax, LLC 10,949$1,148,7693.58%
Parker Investment Management, LLC 153,117$16,065,0363.47%
View complete list of ISHARES TR shareholders