Avior Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IRBO and the CUSIP is 46435U556. A total of 84 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 5.00 and the average weighting 0.0%.

Quarter-by-quarter ownership
Avior Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$33,960
-14.5%
1,112
-7.5%
0.00%
-33.3%
Q2 2023$39,714
+5.3%
1,2020.0%0.00%0.0%
Q1 2023$37,718
+338.4%
1,202
+256.7%
0.00%
+200.0%
Q4 2022$8,604
+7.6%
337
+0.3%
0.00%0.0%
Q3 2022$8,0000.0%3360.0%0.00%0.0%
Q2 2022$8,000
-27.3%
336
+0.3%
0.00%0.0%
Q1 2022$11,000
-15.4%
3350.0%0.00%0.0%
Q4 2021$13,000
-7.1%
335
+1.5%
0.00%0.0%
Q3 2021$14,0000.0%330
-0.3%
0.00%0.0%
Q2 2021$14,0000.0%3310.0%0.00%0.0%
Q1 2021$14,000
+55.6%
331
+35.7%
0.00%0.0%
Q4 2020$9,0002440.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Paragon Wealth Strategies, LLC 342,489$14,504,0003.86%
RETIREMENT CAPITAL STRATEGIES 144,036$6,100,0002.34%
Founders Capital Management 31,160$1,320,0000.90%
Wharton Business Group, LLC 169,562$7,181,0000.73%
Wolf Group Capital Advisors 16,778$711,0000.39%
BARINGS LLC 123,405$5,226,0000.12%
Sunbelt Securities, Inc. 14,835$633,0000.11%
FLOW TRADERS U.S. LLC 61,182$2,591,0000.10%
Latitude Advisors, LLC 6,612$280,0000.09%
LexAurum Advisors, LLC 6,129$260,0000.08%
View complete list of ISHARES TR shareholders