Avior Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 349 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

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 Q3 2023
NameSharesValueWeighting ↓
Old North State Trust, LLC 259,407$13,372,0009.00%
Hudson Capital Management LLC 323,797$16,691,735,0008.16%
Courage Miller Partners, LLC 286,562$14,749,0007.93%
Acorns Advisers, LLC 3,539,432$182,458,0005.99%
Carl P. Sherr & Co., LLC 116,266$5,994,0005.43%
SPINNAKER TRUST 1,163,752$59,990,0005.32%
STERLING INVESTMENT ADVISORS LLC /ADV 134,296$6,923,0005.28%
CAPITAL INSIGHT PARTNERS, LLC 349,830$18,034,0005.07%
Divergent Wealth Advisors 337,903$17,419,0004.70%
Danda Trouve Investment Management, Inc. 64,819$3,341,0004.55%
View complete list of ISHARES TR shareholders