Avior Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 439 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$48,165
+0.7%
1,173
+1.6%
0.00%0.0%
Q2 2023$47,839
-7.2%
1,154
-6.6%
0.00%
-25.0%
Q1 2023$51,524
-3.9%
1,236
-5.7%
0.00%0.0%
Q4 2022$53,627
-12.1%
1,311
-15.1%
0.00%
-20.0%
Q3 2022$61,000
-3.2%
1,544
-0.7%
0.01%
-16.7%
Q2 2022$63,000
-1.6%
1,555
+6.4%
0.01%0.0%
Q1 2022$64,000
-51.5%
1,462
-50.2%
0.01%
-45.5%
Q4 2021$132,000
-0.8%
2,935
+0.5%
0.01%0.0%
Q3 2021$133,000
-0.7%
2,9190.0%0.01%
-15.4%
Q2 2021$134,000
-26.4%
2,919
-26.9%
0.01%
-31.6%
Q1 2021$182,000
+75.0%
3,992
+74.2%
0.02%
+46.2%
Q4 2020$104,000
+8.3%
2,291
+4.2%
0.01%
-7.1%
Q3 2020$96,000
-6.8%
2,199
-8.6%
0.01%
-12.5%
Q2 2020$103,000
+19.8%
2,405
+13.8%
0.02%
-5.9%
Q1 2020$86,000
-13.1%
2,113
-1.9%
0.02%
+6.2%
Q4 2019$99,0000.0%2,153
+0.2%
0.02%
-5.9%
Q3 2019$99,000
-1.0%
2,148
+0.2%
0.02%
-5.6%
Q2 2019$100,000
+4.2%
2,144
+3.9%
0.02%
-10.0%
Q1 2019$96,000
+65.5%
2,063
+56.5%
0.02%
+42.9%
Q4 2018$58,000
-6.5%
1,3180.0%0.01%
+7.7%
Q3 2018$62,000
+1.6%
1,3180.0%0.01%
-7.1%
Q2 2018$61,000
+258.8%
1,318
+258.2%
0.01%
+250.0%
Q1 2018$17,0003680.00%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Liberty Mutual Group Asset Management Inc. 3,070,354$127,97229.02%
KilterHowling LLC 351,015$14,630,29414.27%
DELPHI FINANCIAL GROUP, INC. 607,950$25,339,35612.49%
Mader & Shannon Wealth Management, Inc. 441,347$18,395,34312.13%
RETIREMENT FINANCIAL SOLUTIONS, LLC 341,117$14,217,75511.30%
Thrive Capital Management, LLC 211,453$8,735,1435.51%
FINANCIAL ADVISORY PARTNERS, LLC 315,286$13,141,1205.20%
Financial Strategies Group, Inc. 321,271$13,390,5755.16%
Powers Advisory Group, LLC 161,109$6,715,0054.69%
Sound Income Strategies, LLC 1,013,376$42,237,5114.59%
View complete list of ISHARES TR shareholders