Avior Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 444 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
Q2 2024$3,591,584
+143.5%
85,023
+145.3%
0.15%
+123.2%
Q1 2024$1,474,804
+3793.2%
34,660
+3764.0%
0.07%
+3350.0%
Q4 2023$37,882
-21.3%
897
-23.5%
0.00%
-33.3%
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 ↓
KilterHowling LLC 351,588$14,042,42416.86%
Divergent Planning, LLC 365,422$14,595,00010.74%
Thrive Capital Management, LLC 234,851$9,380,0006.35%
Sound Income Strategies, LLC 1,027,480$41,038,0005.97%
F3Logic, LLC 707,024$28,268,0005.90%
Matthew Goff Investment Advisor, LLC 498,100$19,894,0005.69%
Legacy Financial Group LLC 410,927$16,412,0005.48%
Regal Wealth Group, Inc. 173,107$6,968,0005.38%
FINANCIAL ADVISORY PARTNERS, LLC 308,628$12,326,6025.36%
HNP Capital LLC 434,921$17,371,0005.01%
View complete list of ISHARES TR shareholders