Avior Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ISHG and the CUSIP is 464288125. A total of 28 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$0
-100.0%
0
-100.0%
0.00%
Q4 2022$42260.0%0.00%
Q3 2022$060.0%0.00%
Q2 2022$060.0%0.00%
Q1 2022$060.0%0.00%
Q4 2021$060.0%0.00%
Q3 2021$060.0%0.00%
Q2 2021$060.0%0.00%
Q1 2021$060.0%0.00%
Q4 2020$060.0%0.00%
Q3 2020$060.0%0.00%
Q2 2020$060.0%0.00%
Q1 2020$0
-100.0%
6
-93.4%
0.00%
-100.0%
Q4 2019$7,000
-22.2%
91
-21.6%
0.00%
-50.0%
Q3 2019$9,0000.0%1160.0%0.00%0.0%
Q2 2019$9,0000.0%1160.0%0.00%0.0%
Q1 2019$9,000
-10.0%
116
-13.4%
0.00%0.0%
Q4 2018$10,000
-33.3%
134
-27.2%
0.00%
-33.3%
Q3 2018$15,0000.0%1840.0%0.00%0.0%
Q2 2018$15,000
-6.2%
1840.0%0.00%
-25.0%
Q1 2018$16,000
+6.7%
1840.0%0.00%
+33.3%
Q4 2017$15,000
-11.8%
184
-10.7%
0.00%
-50.0%
Q3 2017$17,0000.0%2060.0%0.01%
-14.3%
Q2 2017$17,000
+6.2%
2060.0%0.01%
+40.0%
Q1 2017$16,0000.0%2060.0%0.01%
-16.7%
Q4 2016$16,000
-5.9%
2060.0%0.01%
-14.3%
Q3 2016$17,000
-50.0%
206
-50.0%
0.01%0.0%
Q2 2016$34,000
+100.0%
412
+100.0%
0.01%
-12.5%
Q1 2016$17,0002060.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Karp Capital Management Corp 63,901$4,818,0000.70%
Checchi Capital Advisers, LLC 85,808$6,470,0000.55%
Family Firm, Inc. 15,020$1,132,0000.30%
WISCONSIN CAPITAL MANAGEMENT LLC 5,739$433,0000.21%
Courage Miller Partners, LLC 5,808$438,0000.17%
Beaird Harris Wealth Management, LLC 2,802$211,0000.08%
Bank Julius Baer & Co. Ltd, Zurich 97,159$7,327,0000.04%
Evanson Asset Management, LLC 5,983$451,0000.04%
FLOW TRADERS U.S. LLC 9,828$741,0000.03%
AE Wealth Management LLC 32,856$2,477,0000.02%
View complete list of ISHARES TR shareholders