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 313 filers reported holding ISHARES U S ETF TR in Q3 2022. The put-call ratio across all filers is 1.69 and the average weighting 0.4%.

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 Q3 2022
NameSharesValueWeighting ↓
PALLADIEM, LLC 230,452$9,230,0008.16%
TRUE Private Wealth Advisors 1,279,513$54,635,0007.69%
Turim 21 Investimentos Ltda. 422,009$16,895,0007.35%
Northwest Capital Management Inc 349,623$14,002,0006.59%
MCMORGAN & CO LLC 625,341$25,045,0005.43%
Scarborough Advisors, LLC 402,955$16,138,0005.16%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 341,520$13,678,0004.85%
Evolution Wealth Advisors, LLC 582,509$23,329,0004.79%
Buttonwood Financial Group, LLC 154,483$6,192,0004.60%
Bull Oak Capital, LLC 125,824$5,039,0004.13%
View complete list of ISHARES U S ETF TR shareholders