Avior Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 141 filers reported holding ISHARES TR in Q1 2023. 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$1,391,490
-33.8%
13,151
-33.1%
0.09%
-31.4%
Q2 2023$2,103,506
-17.1%
19,665
-16.2%
0.14%
-21.3%
Q1 2023$2,538,350
-10.2%
23,453
-11.7%
0.17%
-18.3%
Q4 2022$2,827,362
+1.0%
26,565
+1.0%
0.21%
-8.2%
Q3 2022$2,800,00026,2920.23%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Rehmann Capital Advisory Group 25,234$2,917,0000.56%
Ashfield Capital Partners, LLC 57,376$6,633,0000.55%
AT Bancorp 33,033$3,819,0000.52%
B. Riley Wealth Advisors, Inc. 22,770$2,633,0000.52%
BANK HAPOALIM BM 16,860$1,949,0000.46%
Charles Schwab Investment Advisory, Inc. 504,501$58,322,0000.46%
CETERA INVESTMENT MANAGEMENT LLC 5,958$689,0000.44%
Sigma Planning Corp 30,807$3,561,0000.42%
Zions Bancorporation 16,408$1,896,0000.36%
Exchange Capital Management, Inc. 7,549$873,0000.34%
View complete list of ISHARES TR shareholders