Avior Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 249 filers reported holding ISHARES TR in Q4 2021. 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
Q2 2024$761,725
+603.5%
17,710
+599.7%
0.03%
+560.0%
Q1 2024$108,283
-38.9%
2,531
-40.7%
0.01%
-54.5%
Q4 2023$177,296
-13.6%
4,271
-18.9%
0.01%
-21.4%
Q3 2023$205,155
-54.6%
5,269
-52.9%
0.01%
-51.7%
Q2 2023$452,232
+1.7%
11,191
+0.3%
0.03%
-6.5%
Q1 2023$444,790
-3.9%
11,158
-8.3%
0.03%
-11.4%
Q4 2022$462,734
+3.8%
12,174
-0.3%
0.04%
-5.4%
Q3 2022$446,000
-26.8%
12,209
-21.9%
0.04%
-39.3%
Q2 2022$609,000
-13.6%
15,632
-4.7%
0.06%0.0%
Q1 2022$705,000
-24.6%
16,407
-20.2%
0.06%
-20.8%
Q4 2021$935,000
+167.1%
20,571
+162.5%
0.08%
+165.5%
Q3 2021$350,000
-0.6%
7,836
+0.2%
0.03%
-17.1%
Q2 2021$352,000
+3.5%
7,818
-0.0%
0.04%
-2.8%
Q1 2021$340,000
+0.9%
7,820
+0.2%
0.04%
-14.3%
Q4 2020$337,000
-4.8%
7,808
-9.7%
0.04%
-16.0%
Q3 2020$354,000
-28.8%
8,645
-30.7%
0.05%
-35.9%
Q2 2020$497,000
+187.3%
12,469
+164.4%
0.08%
+129.4%
Q1 2020$173,000
-8.0%
4,716
+0.6%
0.03%
+13.3%
Q4 2019$188,000
+0.5%
4,687
-1.7%
0.03%
-9.1%
Q3 2019$187,000
-37.2%
4,768
-37.6%
0.03%
-37.7%
Q2 2019$298,000
+3.1%
7,639
+0.3%
0.05%
-13.1%
Q1 2019$289,000
+7.4%
7,613
+0.6%
0.06%
-6.2%
Q4 2018$269,000
-15.4%
7,566
-9.9%
0.06%
-4.4%
Q3 2018$318,000
+1.9%
8,395
+1.1%
0.07%
-2.9%
Q2 2018$312,000
+9.1%
8,305
+9.5%
0.07%
+6.1%
Q1 2018$286,000
-25.9%
7,585
-25.2%
0.07%
-23.3%
Q4 2017$386,000
+3.5%
10,140
+3.3%
0.09%
-30.1%
Q3 2017$373,000
+2.5%
9,812
+0.5%
0.12%
-17.4%
Q2 2017$364,000
+2.8%
9,766
+0.3%
0.15%
+26.3%
Q1 2017$354,000
-2.5%
9,740
-5.6%
0.12%
-13.2%
Q4 2016$363,000
+29.6%
10,315
+32.9%
0.14%
+23.6%
Q3 2016$280,000
+1172.7%
7,764
+1154.3%
0.11%
+2100.0%
Q2 2016$22,0006190.01%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
RESTON WEALTH MANAGEMENT LLC 136,685$5,239,0004.20%
Planning Solutions Group LLC 176,245$6,708,0003.59%
SlateStone Wealth, LLC 278,545$10,601,0003.26%
PATTON ALBERTSON MILLER GROUP, LLC 156,228$5,946,0003.01%
TIEDEMANN ADVISORS, LLC 1,618,523$61,589,0002.90%
Madrona Financial Services, LLC 67,217$2,558,0002.80%
Weaver Consulting Group 176,293$6,786,0001.91%
Darwin Wealth Management, LLC 147,889$5,629,0001.85%
Madden Advisory Services, Inc. 73,676$2,804,0001.50%
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 91,270$3,474,0001.08%
View complete list of ISHARES TR shareholders