Avior Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 527 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.68 and the average weighting 0.3%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$42,501
-59.9%
876
-53.3%
0.00%
-57.1%
Q2 2023$105,936
+44.6%
1,876
+38.2%
0.01%
+40.0%
Q1 2023$73,285
+289.9%
1,357
+280.1%
0.01%
+400.0%
Q4 2022$18,797
-6.0%
357
-16.8%
0.00%
-50.0%
Q3 2022$20,000
-79.8%
429
-78.2%
0.00%
-80.0%
Q2 2022$99,000
-34.9%
1,970
-21.3%
0.01%
-23.1%
Q1 2022$152,000
-26.9%
2,503
-20.8%
0.01%
-23.5%
Q4 2021$208,000
+3.5%
3,160
-1.5%
0.02%0.0%
Q3 2021$201,000
-9.0%
3,208
+422.5%
0.02%
-22.7%
Q2 2021$221,000
-16.6%
614
-23.6%
0.02%
-21.4%
Q1 2021$265,000
+25.0%
804
+23.9%
0.03%
+7.7%
Q4 2020$212,000
-72.1%
649
-74.4%
0.03%
-75.9%
Q3 2020$760,000
-47.1%
2,538
-53.2%
0.11%
-52.0%
Q2 2020$1,436,000
-11.0%
5,427
-24.2%
0.22%
-29.2%
Q1 2020$1,613,000
-65.4%
7,158
-59.4%
0.32%
-57.4%
Q4 2019$4,659,000
-15.2%
17,628
-20.7%
0.75%
-22.4%
Q3 2019$5,494,000
-21.8%
22,222
-23.8%
0.96%
-23.6%
Q2 2019$7,023,00029,1761.26%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 25,386$7,359,0008.04%
LUCAS CAPITAL MANAGEMENT 16,552$4,382,0006.00%
OGOREK ANTHONY JOSEPH /NY/ /ADV 30,800$8,155,0005.77%
CUMBERLAND ADVISORS INC 55,959$14,816,0005.61%
BANK HAPOALIM BM 86,167$22,815,0005.34%
Baltimore-Washington Financial Advisors, Inc. 34,864$35,681,0004.91%
PURA VIDA INVESTMENTS, LLC 188,000$49,777,0004.79%
Holistic Financial Partners 20,561$5,444,0004.70%
Cavalier Investments, LLC 30,647$8,114,0004.69%
J Arnold Wealth Management Co 19,562$5,179,0004.34%
View complete list of ISHARES TR shareholders