Avior Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IRBO and the CUSIP is 46435U556. A total of 121 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 210.00 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 Q3 2023
NameSharesValueWeighting ↓
H&H Retirement Design & Management INC 25,792$779,9630.54%
CORA CAPITAL ADVISORS LLC 24,611$751,6200.50%
Wharton Business Group, LLC 224,122$6,8450.38%
WJ Wealth Management, LLC 24,598$751,2210.36%
Lodestone Wealth Management LLC 12,023$367,1860.26%
Phoenix Wealth Advisors 11,083$338,4750.20%
Wolf Group Capital Advisors 13,060$398,8520.19%
WMG Financial Advisors, LLC 6,607$201,7780.17%
Wealthcare Advisory Partners LLC 88,707$2,709,1080.12%
Consolidated Portfolio Review Corp 15,387$469,9190.11%
View complete list of ISHARES TR shareholders