Avior Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 407 filers reported holding ISHARES TR in Q3 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$196,767
-6.9%
2,417
-3.7%
0.01%
-7.1%
Q2 2023$211,350
-43.3%
2,511
-47.4%
0.01%
-46.2%
Q1 2023$372,558
-0.7%
4,777
-8.6%
0.03%
-7.1%
Q4 2022$375,318
+2.3%
5,228
-4.8%
0.03%
-6.7%
Q3 2022$367,0005,4910.03%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
C-J Advisory, Inc. 22,794$2,173,0001.58%
Cribstone Capital Management, LLC 24,763$2,420,0001.19%
Boston Standard Wealth Management, LLC 18,789$1,836,000,0001.15%
Gibson Capital, LLC 32,723$3,191,0001.14%
Litman Gregory Wealth Management LLC 27,808$2,717,0001.11%
Patriot Wealth Management, Inc. 53,952$5,272,0000.75%
Frontier Wealth Management LLC 52,043$5,086,0000.71%
PEOPLES BANK /OH 9,250$904,0000.53%
Shepherd Financial Partners LLC 12,758$1,247,0000.31%
Vivaldi Capital Management LP 3,863$377,0000.28%
View complete list of ISHARES TR shareholders