Avior Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SIZE and the CUSIP is 46432F370. A total of 90 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 6.52 and the average weighting 0.5%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$030.0%0.00%
Q2 2022$030.0%0.00%
Q1 2022$030.0%0.00%
Q4 2021$0
-100.0%
3
-62.5%
0.00%
Q3 2021$1,0000.0%80.0%0.00%
Q2 2021$1,000
-96.7%
8
-96.8%
0.00%
-100.0%
Q1 2021$30,0002510.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Trinity Wealth Management, LLC 74,968$6,566,0009.15%
Quantitative Advantage, LLC 293,631$25,719,0006.89%
VIVID FINANCIAL MANAGEMENT, INC. 48,143$4,217,0002.63%
Cooper Financial Group 75,023$6,571,0002.13%
CLIENT 1ST ADVISORY GROUP, LLC 23,757$2,182,0001.81%
MA Private Wealth 60,064$5,261,0001.32%
Strategic Blueprint, LLC 31,394$2,750,0000.97%
Horst & Graben Wealth Management LLC 25,056$2,195,0000.96%
Copperleaf Capital, LLC 7,834$686,0000.71%
Anfield Capital Management, LLC 20,044$1,756,0000.69%
View complete list of ISHARES TR shareholders