Avior Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 229 filers reported holding ISHARES TR in Q4 2020. 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$370,015
-3.8%
7,488
+0.1%
0.02%0.0%
Q2 2023$384,754
+2.9%
7,478
+0.1%
0.02%
-3.8%
Q1 2023$373,862
+6.1%
7,4720.0%0.03%
-3.7%
Q4 2022$352,415
+4.9%
7,472
-0.5%
0.03%
-3.6%
Q3 2022$336,000
-6.7%
7,509
+0.1%
0.03%
-22.2%
Q2 2022$360,000
-11.1%
7,505
-0.0%
0.04%
+2.9%
Q1 2022$405,000
-5.6%
7,506
-0.2%
0.04%0.0%
Q4 2021$429,000
-13.2%
7,519
-15.7%
0.04%
-14.6%
Q3 2021$494,000
-1.0%
8,922
+0.1%
0.04%
-18.0%
Q2 2021$499,000
+4.6%
8,917
+0.0%
0.05%
-2.0%
Q1 2021$477,000
-17.3%
8,915
-19.4%
0.05%
-28.2%
Q4 2020$577,000
+4.3%
11,054
-3.2%
0.07%
-10.1%
Q3 2020$553,000
+9.7%
11,419
+5.0%
0.08%0.0%
Q2 2020$504,000
+27.3%
10,876
+13.6%
0.08%
+1.3%
Q1 2020$396,000
-13.5%
9,5780.0%0.08%
+6.8%
Q4 2019$458,000
-13.7%
9,578
-17.1%
0.07%
-21.5%
Q3 2019$531,000
+1.1%
11,549
+1.2%
0.09%
-1.1%
Q2 2019$525,000
+3.1%
11,412
+0.1%
0.09%
-13.0%
Q1 2019$509,000
+14.9%
11,402
+6.3%
0.11%
+0.9%
Q4 2018$443,000
-8.5%
10,727
+0.1%
0.11%
+3.9%
Q3 2018$484,000
+1.9%
10,719
+0.2%
0.10%
-3.7%
Q2 2018$475,000
+1.9%
10,702
+2.3%
0.11%
-0.9%
Q1 2018$466,000
-3.1%
10,466
-2.3%
0.11%0.0%
Q4 2017$481,000
-6.6%
10,708
-6.8%
0.11%
-36.1%
Q3 2017$515,000
+3.0%
11,488
+0.1%
0.17%
-17.2%
Q2 2017$500,000
+2.9%
11,474
+0.1%
0.20%
+25.9%
Q1 2017$486,000
+20.3%
11,467
+15.1%
0.16%
+7.3%
Q4 2016$404,000
+0.7%
9,965
+2.3%
0.15%
-3.8%
Q3 2016$401,000
-50.1%
9,737
-51.9%
0.16%
-9.8%
Q2 2016$804,000
+102.5%
20,242
+101.0%
0.17%
-1.1%
Q1 2016$397,000
+130.8%
10,070
+127.7%
0.18%
+87.2%
Q4 2015$172,000
+5.5%
4,422
+3.5%
0.09%
-2.1%
Q3 2015$163,000
-1.2%
4,271
+5.0%
0.10%
-25.6%
Q2 2015$165,000
+2.5%
4,068
+2.9%
0.13%
+4.0%
Q1 2015$161,000
+1.9%
3,955
+0.2%
0.12%
-1.6%
Q4 2014$158,000
+1.9%
3,946
+0.2%
0.13%
-4.5%
Q3 2014$155,000
+0.6%
3,939
+3.8%
0.13%
+2.3%
Q2 2014$154,000
+4.1%
3,794
+0.1%
0.13%
+4.0%
Q1 2014$148,0003,7890.12%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Strategic Wealth Partners Group, LLC 955,561$46,288,00011.19%
ARQ WEALTH ADVISORS, LLC 155,668$7,541,0007.26%
Weaver Consulting Group 89,157$4,319,0002.49%
NORTHWEST WEALTH MANAGEMENT, LLC 60,126$2,913,0002.42%
Aveo Capital Partners, LLC 138,503$6,709,0002.42%
Madrona Financial Services, LLC 72,922$3,532,0002.22%
MARINO, STRAM & ASSOCIATES LLC 77,445$3,751,0002.00%
Professional Financial Advisors, LLC 31,235$1,484,0001.38%
Strategic Family Wealth Counselors, L.L.C. 43,609$2,112,0001.18%
PATTON ALBERTSON MILLER GROUP, LLC 86,002$4,166,0001.18%
View complete list of ISHARES TR shareholders