BDO Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 185 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
BDO Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$47,113
+10.0%
6620.0%0.01%0.0%
Q1 2023$42,825
+1.6%
662
-10.5%
0.01%0.0%
Q4 2022$42,150
-2.0%
7400.0%0.01%
-16.7%
Q3 2022$43,000
+2.4%
7400.0%0.01%
+20.0%
Q2 2022$42,000
-25.0%
7400.0%0.01%
-16.7%
Q1 2022$56,000
-9.7%
7400.0%0.01%
-14.3%
Q4 2021$62,000
+8.8%
7400.0%0.01%
+16.7%
Q3 2021$57,0000.0%7400.0%0.01%0.0%
Q2 2021$57,000
+3.6%
7400.0%0.01%0.0%
Q1 2021$55,000
+5.8%
7400.0%0.01%
-14.3%
Q4 2020$52,000
+13.0%
740
+300.0%
0.01%0.0%
Q3 2020$46,000
+12.2%
1850.0%0.01%0.0%
Q2 2020$41,000
+24.2%
1850.0%0.01%0.0%
Q1 2020$33,000
-21.4%
1850.0%0.01%
-36.4%
Q4 2019$42,000
+5.0%
1850.0%0.01%
+10.0%
Q3 2019$40,000
-21.6%
185
-21.3%
0.01%
-28.6%
Q2 2019$51,000
-12.1%
235
-17.5%
0.01%
-17.6%
Q1 2019$58,000
+11.5%
2850.0%0.02%
-5.6%
Q4 2018$52,000
-13.3%
2850.0%0.02%
-5.3%
Q3 2018$60,000
+9.1%
2850.0%0.02%0.0%
Q2 2018$55,000
+5.8%
2850.0%0.02%
-5.0%
Q1 2018$52,000
+2.0%
2850.0%0.02%
-13.0%
Q4 2017$51,000
-7.3%
285
-14.9%
0.02%
-14.8%
Q3 2017$55,000
-26.7%
335
-26.4%
0.03%
-18.2%
Q2 2017$75,0004550.03%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
First Citizens Financial Corp 61,069$4,088,5702.88%
COTTONWOOD CAPITAL ADVISORS, LLC 34,261$2,293,8042.14%
Stonebridge Financial Planning Group, LLC 35,442$2,372,8601.52%
SOUTHERN CAPITAL ADVISORS, LLC 24,511$1,640,9861.36%
GARRISON POINT ADVISORS, LLC 15,060$1,008,2670.78%
New Legacy Group, LLC 4,200$281,1940.77%
WESPAC Advisors SoCal, LLC 25,451$1,703,9440.58%
PGIM Custom Harvest LLC 215,600$14,434,4200.53%
RPg Family Wealth Advisory, LLC 19,244$1,290,8020.53%
Stillwater Capital Advisors, LLC 36,580$2,449,0310.45%
View complete list of ISHARES TR shareholders