Avior Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 543 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.9%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$17,105
+0.7%
154
+0.7%
0.00%0.0%
Q2 2023$16,991
+0.6%
153
+0.7%
0.00%0.0%
Q1 2023$16,896
+0.8%
1520.0%0.00%0.0%
Q4 2022$16,755
+4.7%
152
+0.7%
0.00%0.0%
Q3 2022$16,0000.0%1510.0%0.00%
-50.0%
Q2 2022$16,0000.0%1510.0%0.00%
+100.0%
Q1 2022$16,0000.0%1510.0%0.00%0.0%
Q4 2021$16,000
-20.0%
151
-16.6%
0.00%
-50.0%
Q3 2021$20,0000.0%1810.0%0.00%0.0%
Q2 2021$20,000
+25.0%
181
+19.9%
0.00%0.0%
Q1 2021$16,000
-46.7%
151
-46.1%
0.00%
-50.0%
Q4 2020$30,000
-3.2%
2800.0%0.00%0.0%
Q3 2020$31,0000.0%2800.0%0.00%
-20.0%
Q2 2020$31,0000.0%280
+0.4%
0.01%
-16.7%
Q1 2020$31,000
-3.1%
279
-3.5%
0.01%
+20.0%
Q4 2019$32,000
+3.2%
2890.0%0.01%0.0%
Q3 2019$31,000
-3.1%
2890.0%0.01%
-16.7%
Q2 2019$32,000
+3.2%
289
+0.3%
0.01%
-14.3%
Q1 2019$31,0000.0%2880.0%0.01%0.0%
Q4 2018$31,000
-3.1%
2880.0%0.01%0.0%
Q3 2018$32,0000.0%288
+0.3%
0.01%0.0%
Q2 2018$32,0000.0%2870.0%0.01%0.0%
Q1 2018$32,0000.0%2870.0%0.01%0.0%
Q4 2017$32,0000.0%2870.0%0.01%
-36.4%
Q3 2017$32,0000.0%287
+0.3%
0.01%
-15.4%
Q2 2017$32,0000.0%2860.0%0.01%
+18.2%
Q1 2017$32,0000.0%2860.0%0.01%
-8.3%
Q4 2016$32,0000.0%2860.0%0.01%
-7.7%
Q3 2016$32,000
-36.0%
286
-36.6%
0.01%
+18.2%
Q2 2016$50,000
+100.0%
451
+100.4%
0.01%0.0%
Q1 2016$25,0002250.01%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
LaSalle St. Investment Advisors, LLC 723,745$79,95239.10%
Gateway Advisory, LLC 1,654,317$182,752,44637.27%
GUIDANCE CAPITAL, INC 570,391$62,765,86228.11%
Mader & Shannon Wealth Management, Inc. 367,456$40,592,86426.68%
Client First Capital LLC 304,395$33,626,47324.34%
PEAVINE CAPITAL, LLC 742,800$82,057,08521.39%
Titan Capital Management, LLC /TX 134,732$14,883,84420.05%
Allred Capital Management, LLC 343,442$37,939,99618.90%
Cornerstone Retirement Group, Inc. 530,662$58,622,28016.76%
Divergent Wealth Advisors 643,895$71,131,11916.18%
View complete list of ISHARES TR shareholders