Avior Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGOV and the CUSIP is 464288117. A total of 102 filers reported holding ISHARES TR in Q4 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$5,984
-6.1%
1610.0%0.00%
Q2 2023$6,374
-1.5%
1610.0%0.00%
Q1 2023$6,474
+2.7%
1610.0%0.00%
Q4 2022$6,303
+26.1%
161
+0.6%
0.00%
Q3 2022$5,000
-16.7%
1600.0%0.00%
-100.0%
Q2 2022$6,000
-14.3%
1600.0%0.00%0.0%
Q1 2022$7,000
-12.5%
1600.0%0.00%0.0%
Q4 2021$8,0000.0%1600.0%0.00%0.0%
Q3 2021$8,0000.0%160
-0.6%
0.00%0.0%
Q2 2021$8,0000.0%1610.0%0.00%0.0%
Q1 2021$8,0000.0%161
+0.6%
0.00%0.0%
Q4 2020$8,0000.0%1600.0%0.00%0.0%
Q3 2020$8,0000.0%1600.0%0.00%0.0%
Q2 2020$8,000
+14.3%
1600.0%0.00%0.0%
Q1 2020$7,000
-53.3%
160
-48.9%
0.00%
-50.0%
Q4 2019$15,0000.0%3130.0%0.00%
-33.3%
Q3 2019$15,000
-6.2%
3130.0%0.00%0.0%
Q2 2019$16,000
+6.7%
3130.0%0.00%0.0%
Q1 2019$15,0000.0%3130.0%0.00%
-25.0%
Q4 2018$15,0000.0%3130.0%0.00%
+33.3%
Q3 2018$15,0000.0%3130.0%0.00%0.0%
Q2 2018$15,000
-6.2%
3130.0%0.00%
-25.0%
Q1 2018$16,0000.0%3130.0%0.00%0.0%
Q4 2017$16,000
+6.7%
3130.0%0.00%
-20.0%
Q3 2017$15,0000.0%313
+99.4%
0.01%
-16.7%
Q2 2017$15,000
-25.0%
157
-28.6%
0.01%
-14.3%
Q1 2017$20,000
-67.2%
220
-67.5%
0.01%
-69.6%
Q4 2016$61,000
-10.3%
676
+0.4%
0.02%
-14.8%
Q3 2016$68,000
-45.6%
673
-47.0%
0.03%0.0%
Q2 2016$125,000
+101.6%
1,270
+100.0%
0.03%0.0%
Q1 2016$62,000
+72.2%
635
+56.4%
0.03%
+35.0%
Q4 2015$36,000
-16.3%
406
-13.2%
0.02%
-20.0%
Q3 2015$43,000
-46.9%
468
-48.2%
0.02%
-60.3%
Q2 2015$81,000
-24.3%
903
-22.8%
0.06%
-24.1%
Q1 2015$107,000
-5.3%
1,169
+0.1%
0.08%
-7.8%
Q4 2014$113,000
-2.6%
1,168
+0.3%
0.09%
-9.1%
Q3 2014$116,000
+16.0%
1,165
+22.0%
0.10%
+17.9%
Q2 2014$100,000
+2.0%
955
+0.4%
0.08%
+2.4%
Q1 2014$98,0009510.08%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Wilshire Advisors LLC 96,093$5,339,0005.07%
Checchi Capital Advisers, LLC 868,561$48,318,0004.98%
Inscription Capital, LLC 120,796$6,720,0002.59%
LEUTHOLD GROUP, LLC 323,347$17,965,0002.37%
Money Design Co.,Ltd. 285,554$15,925,0001.82%
Family Firm, Inc. 104,733$5,749,0001.71%
Omega Financial Group, LLC 49,362$2,746,0001.48%
Financial Engines Advisors L.L.C. 5,866,908$326,376,0001.11%
ADE, LLC 22,223$1,236,0001.00%
Broadview Financial Management, LLC 18,620$1,036,0000.79%
View complete list of ISHARES TR shareholders