Avior Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 116 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,084,145
-27.6%
20,162
-25.3%
0.14%
-24.6%
Q2 2023$2,878,320
-26.0%
26,991
-37.5%
0.19%
-36.2%
Q4 2022$3,888,459
+703.4%
43,219
+656.8%
0.29%
+632.5%
Q3 2022$484,0005,7110.04%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Strategic Equity Management 424,830$48,414,00015.14%
Gilbert & Cook, Inc. 456,454$52,017,0008.37%
WFA Asset Management Corp 105,074$11,974,2187.81%
FIRST CITIZENS BANK & TRUST CO 1,566,239$178,489,0006.98%
DOHJ, LLC 114,379$13,035,0005.83%
Aspire Wealth Management Corp 36,088$4,113,0003.33%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 39,320$4,481,0002.51%
Grant Street Asset Management, Inc. 33,573$3,826,0002.02%
CREATIVE FINANCIAL DESIGNS INC /ADV 112,283$12,796,0001.93%
Compton Wealth Advisory Group, LLC 24,342$2,774,0001.19%
View complete list of ISHARES TR shareholders