Avior Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 457 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.46 and the average weighting 0.2%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$18,644
-63.0%
69
-61.7%
0.00%
-66.7%
Q2 2023$50,455
-3.2%
180
-5.3%
0.00%
-25.0%
Q1 2023$52,138
+151.8%
190
+163.9%
0.00%
+100.0%
Q4 2022$20,706
-5.9%
72
-20.0%
0.00%0.0%
Q3 2022$22,000
+83.3%
90
+95.7%
0.00%
+100.0%
Q2 2022$12,000
-7.7%
460.0%0.00%0.0%
Q1 2022$13,0000.0%460.0%0.00%0.0%
Q4 2021$13,000
+8.3%
46
+2.2%
0.00%0.0%
Q3 2021$12,0000.0%45
-2.2%
0.00%0.0%
Q2 2021$12,000
+9.1%
460.0%0.00%0.0%
Q1 2021$11,0000.0%46
+2.2%
0.00%0.0%
Q4 2020$11,000
+10.0%
450.0%0.00%0.0%
Q3 2020$10,000
+11.1%
450.0%0.00%0.0%
Q2 2020$9,000
+12.5%
450.0%0.00%
-50.0%
Q1 2020$8,000
-11.1%
450.0%0.00%
+100.0%
Q4 2019$9,000
+12.5%
45
+2.3%
0.00%0.0%
Q3 2019$8,000
-11.1%
44
-2.2%
0.00%
-50.0%
Q2 2019$9,000
+12.5%
45
+2.3%
0.00%0.0%
Q1 2019$8,0000.0%440.0%0.00%0.0%
Q4 2018$8,000
-11.1%
440.0%0.00%0.0%
Q3 2018$9,000
+12.5%
440.0%0.00%0.0%
Q2 2018$8,0000.0%440.0%0.00%0.0%
Q1 2018$8,0000.0%440.0%0.00%0.0%
Q4 2017$8,000
+14.3%
440.0%0.00%0.0%
Q3 2017$7,0000.0%44
+2.3%
0.00%
-33.3%
Q2 2017$7,0000.0%430.0%0.00%
+50.0%
Q1 2017$7,000
+16.7%
430.0%0.00%0.0%
Q4 2016$6,000
-50.0%
43
-48.2%
0.00%
-60.0%
Q3 2016$12,000
-77.8%
83
-77.6%
0.01%
-58.3%
Q2 2016$54,000
+107.7%
370
+100.0%
0.01%0.0%
Q1 2016$26,000
+73.3%
185
+83.2%
0.01%
+50.0%
Q4 2015$15,000
+7.1%
101
+1.0%
0.01%0.0%
Q3 2015$14,000
-12.5%
1000.0%0.01%
-33.3%
Q2 2015$16,0001000.01%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
CONSOLIDATED CAPITAL MANAGEMENT, LLC 43,665$13,116,0005.81%
Sowa Financial Group, Inc. 33,003$9,913,0005.80%
First Citizens Financial Corp 18,297$5,496,0004.02%
Audent Global Asset Management, LLC 30,566$9,181,0003.84%
Oakworth Capital, Inc. 77,213$23,192,0001.97%
ETFIDEA, LLC 16,208$4,868,4821.96%
HC Advisors, LLC 10,510$3,157,0001.94%
Dentgroup LLC 5,420$1,628,0001.54%
Mine & Arao Wealth Creation & Management, LLC. 8,738$2,625,0001.45%
My Personal CFO, LLC 4,950$1,487,0001.30%
View complete list of ISHARES TR shareholders