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 175 filers reported holding ISHARES U S ETF TR in Q2 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.1%.

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 2023
NameSharesValueWeighting ↓
B & T Capital Management DBA Alpha Capital Management 342,799$8,558,0002.47%
Peak Financial Management, Inc. 151,215$3,775,0001.63%
CWM, LLC 3,222,692$111,183,0000.89%
Silicon Hills Wealth Management, LLC 19,375$484,0000.50%
First National Bank of South Miami 16,456$411,0000.39%
FIRST NATIONAL CORP /MA/ /ADV 18,979$609,0000.19%
NWAM LLC 37,513$937,0000.16%
Disciplined Investments, LLC 6,571$164,0000.12%
WEDBUSH SECURITIES INC 41,521$1,037,0000.10%
Northwest Bancshares, Inc. 12,703$317,0000.08%
View complete list of ISHARES U S ETF TR shareholders