Avior Wealth Management, LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is COMT and the CUSIP is 46431W853. A total of 321 filers reported holding ISHARES U S ETF TR in Q2 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.5%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$28,945
+3.3%
993
-8.0%
0.00%0.0%
Q2 2023$28,032
-3.9%
1,0790.0%0.00%0.0%
Q1 2023$29,165
+0.5%
1,079
+4.9%
0.00%0.0%
Q4 2022$29,021
-40.8%
1,029
-25.4%
0.00%
-50.0%
Q3 2022$49,000
+880.0%
1,379
+985.8%
0.00%
+300.0%
Q2 2022$5,0000.0%1270.0%0.00%
Q1 2022$5,000
-37.5%
127
-52.3%
0.00%
-100.0%
Q4 2021$8,000
+14.3%
266
+20.4%
0.00%0.0%
Q3 2021$7,000221
+4320.0%
0.00%
Q2 2021$0
-100.0%
5
-79.2%
0.00%
-100.0%
Q4 2015$1,000240.00%
Other shareholders
ISHARES U S ETF TR shareholders Q2 2022
NameSharesValueWeighting ↓
Peak Financial Management, Inc. 204,877$5,322,7121.90%
Evolution Wealth Advisors, LLC 270,812$7,035,6891.55%
Axiom Advisory, LLC 62,309$1,618,7981.43%
First National Bank of South Miami 68,073$1,768,5401.42%
Northwest Capital Management Inc 89,370$2,321,8410.97%
Certus Wealth Management, LLC 30,411$790,0780.78%
Anfield Capital Management, LLC 56,236$1,461,0110.64%
CLIENT 1ST ADVISORY GROUP, LLC 44,777$1,163,3130.61%
Atomi Financial Group, Inc. 35,126$912,5710.42%
PATTON ALBERTSON MILLER GROUP, LLC 80,362$2,087,8050.40%
View complete list of ISHARES U S ETF TR shareholders