Avior Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 313 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.13 and the average weighting 0.2%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$22,263
-14.8%
300
-12.3%
0.00%0.0%
Q2 2023$26,115
+5.1%
3420.0%0.00%0.0%
Q1 2023$24,836
+210.4%
342
+192.3%
0.00%
+100.0%
Q3 2022$8,0001170.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
MCMORGAN & CO LLC 177,591$12,318,0002.76%
Aspire Wealth Management Corp 42,769$2,966,0002.73%
Buttonwood Financial Group, LLC 36,808$2,506,0002.45%
Stewardship Advisors, LLC 80,473$5,582,0002.34%
AIRE ADVISORS, LLC 70,037$4,859,0001.73%
Future Financial Wealth Managment LLC 20,836$1,736,0001.70%
Sanford Advisory Services, LLC 84,140$5,836,0001.65%
LPWM LLC 40,348$2,860,0001.60%
Provident Wealth Management, LLC 34,486$2,392,0001.52%
ONE Advisory Partners, LLC 27,555$1,911,0001.27%
View complete list of ISHARES TR shareholders