Avior Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 93 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$0
-100.0%
0
-100.0%
0.00%
-100.0%
Q3 2022$12,000
+50.0%
518
+44.3%
0.00%0.0%
Q2 2022$8,000
-11.1%
359
+1.1%
0.00%0.0%
Q1 2022$9,000
-10.0%
355
+0.6%
0.00%0.0%
Q4 2021$10,0000.0%353
+1.1%
0.00%0.0%
Q3 2021$10,0000.0%349
+0.6%
0.00%0.0%
Q2 2021$10,0000.0%347
+0.9%
0.00%0.0%
Q1 2021$10,0000.0%344
+0.9%
0.00%0.0%
Q4 2020$10,0000.0%341
-15.0%
0.00%0.0%
Q3 2020$10,000
-33.3%
401
-32.4%
0.00%
-50.0%
Q2 2020$15,0005930.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
ESL Trust Services, LLC 924,060$25,652,0007.88%
PFG Private Wealth Management, LLC 450,741$12,513,0006.42%
Williams Financial, LLC 256,904$7,132,0005.39%
Ferguson Shapiro LLC 381,697$10,596,0005.20%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 522,779$14,512,0005.14%
Tri-Star Advisors Inc. 325,536$8,627,0003.98%
KRAEMATON INVESTMENT ADVISORS, INC 147,317$4,090,0003.89%
CLIENT 1ST ADVISORY GROUP, LLC 278,461$7,730,0003.78%
Intelligence Driven Advisers, LLC 727,449$19,779,0003.61%
Copperleaf Capital, LLC 138,330$3,840,0003.41%
View complete list of ISHARES TR shareholders