Avior Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 955 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.71 and the average weighting 0.6%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$442,616
-14.5%
14,680
-12.3%
0.03%
-11.8%
Q2 2023$517,839
+0.5%
16,742
+1.4%
0.03%
-2.9%
Q1 2023$515,229
-4.7%
16,503
-6.9%
0.04%
-14.6%
Q4 2022$540,902
-1.5%
17,717
+2.1%
0.04%
-8.9%
Q3 2022$549,000
-0.9%
17,356
+2.9%
0.04%
-19.6%
Q2 2022$554,000
-8.7%
16,860
+1.1%
0.06%
+7.7%
Q1 2022$607,000
+5.6%
16,681
+14.4%
0.05%
+8.3%
Q4 2021$575,000
+9483.3%
14,583
+8001.7%
0.05%
+4700.0%
Q4 2020$6,000
-60.0%
180
-54.1%
0.00%
-66.7%
Q2 2018$15,0000.0%3920.0%0.00%0.0%
Q1 2018$15,0000.0%3920.0%0.00%0.0%
Q4 2017$15,000
+50.0%
392
+47.9%
0.00%
-40.0%
Q4 2015$10,0000.0%2650.0%0.01%
-16.7%
Q3 2015$10,0000.0%2650.0%0.01%
-25.0%
Q2 2015$10,000
-9.1%
2650.0%0.01%0.0%
Q1 2015$11,000
+10.0%
2650.0%0.01%0.0%
Q4 2014$10,0000.0%2650.0%0.01%
-11.1%
Q3 2014$10,000
-9.1%
2650.0%0.01%0.0%
Q2 2014$11,000
+10.0%
2650.0%0.01%
+12.5%
Q1 2014$10,0002650.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 6,460,000$235,273,00071.50%
DOW CHEMICAL CO /DE/ 1,280,000$46,618,00032.84%
RS CRUM INC. 650,387$23,687,00013.40%
Edge Wealth Management LLC 1,693,830$61,689,00012.15%
Quaker Wealth Management, LLC 498,091$18,140,0007.87%
Sowa Financial Group, Inc. 308,085$11,220,0006.73%
Summit Financial Wealth Advisors, LLC 826,654$30,107,0006.08%
FirstPurpose Wealth LLC 206,397$7,517,0005.86%
SP Asset Management 1,479,607$53,887,0005.80%
Moser Wealth Advisors, LLC 233,820$8,516,0005.32%
View complete list of ISHARES TR shareholders