Avior Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 627 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.17 and the average weighting 0.7%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,697
-3.7%
770.0%0.00%
Q2 2023$1,763
-51.3%
77
-50.3%
0.00%
Q1 2023$3,623
+2.9%
1550.0%0.00%
Q4 2022$3,521
-96.7%
155
-96.7%
0.00%
-100.0%
Q3 2022$106,000
+2020.0%
4,671
+1966.8%
0.01%
+800.0%
Q2 2022$5,000
-44.4%
226
-40.8%
0.00%0.0%
Q1 2022$9,000
-64.0%
382
-60.5%
0.00%
-50.0%
Q4 2021$25,000
-32.4%
967
-30.7%
0.00%
-33.3%
Q3 2021$37,000
-58.9%
1,395
-59.1%
0.00%
-66.7%
Q2 2021$90,000
+100.0%
3,408
+97.0%
0.01%
+80.0%
Q1 2021$45,000
+275.0%
1,730
+281.1%
0.01%
+400.0%
Q4 2020$12,000
-92.9%
454
-92.5%
0.00%
-95.8%
Q3 2020$168,000
-52.5%
6,038
-52.3%
0.02%
-56.4%
Q2 2020$354,000
-91.9%
12,652
-91.9%
0.06%
-93.6%
Q1 2020$4,372,000156,1000.86%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Mitsubishi UFJ Asset Management (UK) Ltd. 1,746,000$4,877,782,00063.56%
Wealthspire Advisors, LLC 6,608,553$166,800,00015.47%
Deane Retirement Strategies, Inc. 1,049,046$26,478,00011.55%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,719,213$93,873,0008.78%
3EDGE Asset Management, LP 2,832,300$71,486,0007.55%
Avondale Wealth Management 369,360$9,323,0007.17%
INTEGRATED CAPITAL MANAGEMENT, INC. 303,163$7,652,0006.60%
Cooper Financial Group 372,107$9,392,0005.17%
PARK AVENUE SECURITIES LLC 3,430,454$85,933,0004.72%
CWM, LLC 21,517,339$572,361,0004.56%
View complete list of ISHARES TR shareholders