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 ↓
M Holdings Securities, Inc. 154,829$3,690,0000.41%
Clearwater Capital Advisors, LLC 114,304$2,724,0000.38%
Wharton Business Group, LLC 222,622$5,305,0000.36%
Founders Capital Management 14,835$354,0000.29%
HAP Trading, LLC 89,330$2,129,0000.14%
Financial Partners Group, Inc 22,220$529,0000.14%
Wealthcare Advisory Partners LLC 101,322$2,415,0000.14%
Financial Advocates Investment Management 40,346$961,0000.08%
Patriot Financial Group Insurance Agency, LLC 13,238$315,0000.08%
Sunbelt Securities, Inc. 14,671$350,0000.07%
View complete list of ISHARES TR shareholders