Avior Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 387 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$23,951
+0.2%
516
+0.8%
0.00%0.0%
Q2 2023$23,906
-0.4%
512
+0.6%
0.00%0.0%
Q1 2023$24,003
+2.0%
509
+0.6%
0.00%0.0%
Q4 2022$23,535
+2.3%
506
+0.8%
0.00%0.0%
Q3 2022$23,0000.0%502
+0.4%
0.00%0.0%
Q2 2022$23,000
-42.5%
500
-39.8%
0.00%
-33.3%
Q1 2022$40,000
+60.0%
830
+67.3%
0.00%
+50.0%
Q4 2021$25,0000.0%496
+0.4%
0.00%0.0%
Q3 2021$25,0000.0%494
+0.4%
0.00%
-33.3%
Q2 2021$25,0000.0%492
+0.4%
0.00%0.0%
Q1 2021$25,0000.0%490
+0.4%
0.00%0.0%
Q4 2020$25,0000.0%488
+0.6%
0.00%
-25.0%
Q3 2020$25,000
+4.2%
485
+0.6%
0.00%0.0%
Q2 2020$24,000
+380.0%
482
+354.7%
0.00%
+300.0%
Q1 2020$5,0000.0%1060.0%0.00%0.0%
Q4 2019$5,0000.0%106
+1.0%
0.00%0.0%
Q3 2019$5,0000.0%1050.0%0.00%0.0%
Q2 2019$5,0000.0%105
+1.9%
0.00%0.0%
Q1 2019$5,0000.0%1030.0%0.00%0.0%
Q4 2018$5,0000.0%103
+1.0%
0.00%0.0%
Q3 2018$5,0000.0%1020.0%0.00%0.0%
Q2 2018$5,0000.0%102
+1.0%
0.00%0.0%
Q1 2018$5,0000.0%1010.0%0.00%0.0%
Q4 2017$5,0000.0%101
+1.0%
0.00%
-50.0%
Q3 2017$5,0001000.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Evergreen Advisors, LLC 351,191$17,732,00010.84%
Divergent Wealth Advisors 632,455$31,933,0009.89%
Old North State Trust, LLC 269,362$13,600,0009.22%
BCM ADVISORS, LLC 365,872$18,473,0007.95%
Courage Miller Partners, LLC 267,996$13,531,0007.46%
Lee Financial Co 512,613$25,882,0005.82%
STERLING INVESTMENT ADVISORS LLC /ADV 127,871$6,456,0005.12%
ARKANSAS FINANCIAL GROUP, INC. 218,872$11,051,0003.92%
Abundance Wealth Counselors 239,263$12,080,0003.68%
Global Strategic Investment Solutions, LLC 186,005$9,391,0003.67%
View complete list of ISHARES TR shareholders