Avior Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 267 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$176,771
+73.2%
1,823
+74.4%
0.01%
+71.4%
Q2 2023$102,087
+105.7%
1,045
+109.0%
0.01%
+133.3%
Q1 2023$49,632
-2.0%
500
-4.2%
0.00%
-25.0%
Q4 2022$50,630
+29.8%
522
+26.1%
0.00%
+33.3%
Q3 2022$39,000
+50.0%
414
+59.2%
0.00%0.0%
Q2 2022$26,0000.0%260
+3.6%
0.00%
+50.0%
Q1 2022$26,000
-57.4%
251
-57.0%
0.00%
-60.0%
Q4 2021$61,000
-66.1%
584
-65.8%
0.01%
-66.7%
Q3 2021$180,000
-7.7%
1,710
-7.2%
0.02%
-25.0%
Q2 2021$195,000
-25.6%
1,842
-25.7%
0.02%
-28.6%
Q1 2021$262,000
+2083.3%
2,480
+1966.7%
0.03%
+2700.0%
Q4 2020$12,0000.0%1200.0%0.00%
-50.0%
Q3 2020$12,000
+9.1%
120
+9.1%
0.00%0.0%
Q2 2020$11,000
+10.0%
1100.0%0.00%0.0%
Q1 2020$10,000
-50.0%
110
-45.8%
0.00%
-33.3%
Q4 2019$20,0000.0%203
+1.0%
0.00%
-25.0%
Q3 2019$20,0000.0%201
+2.0%
0.00%0.0%
Q2 2019$20,000
+5.3%
197
+1.0%
0.00%0.0%
Q1 2019$19,0000.0%1950.0%0.00%
-20.0%
Q4 2018$19,000
+58.3%
195
+63.9%
0.01%
+66.7%
Q3 2018$12,0000.0%119
+1.7%
0.00%0.0%
Q2 2018$12,000
+200.0%
117
+192.5%
0.00%
+200.0%
Q1 2018$4,0000.0%400.0%0.00%0.0%
Q4 2017$4,0000.0%400.0%0.00%0.0%
Q3 2017$4,0000.0%400.0%0.00%
-50.0%
Q2 2017$4,0000.0%400.0%0.00%
+100.0%
Q1 2017$4,0000.0%400.0%0.00%0.0%
Q4 2016$4,0000.0%400.0%0.00%
-50.0%
Q3 2016$4,000400.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
NATIONAL MUTUAL FUNDS MANAGEMENT LTD 148,352$14,378,27659.34%
First Trust Bank, Ltd. 65,390$6,337,59933.85%
KEATING INVESTMENT COUNSELORS INC 690,057$66,880,36422.68%
Walker Financial Services, Inc. 203,538$19,726,87219.17%
GoalFusion Wealth Management, LLC 179,393$17,386,77012.92%
M. Kulyk & Associates, LLC 458,861$44,472,83112.35%
Wilshire Advisors LLC 203,633$19,736,10910.96%
JEPPSON WEALTH MANAGEMENT, LLC 212,989$20,642,8949.46%
Echo45 Advisors LLC 111,665$10,822,6069.18%
Northland Capital Management LLC 130,526$12,650,5428.56%
View complete list of ISHARES TR shareholders