BDO Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 179 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.27 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 Q1 2023
NameSharesValueWeighting ↓
First Citizens Financial Corp 59,539$4,603,0003.67%
MinichMacGregor Wealth Management, LLC 136,778$10,574,0003.56%
Quantitative Advantage, LLC 227,615$17,597,0002.99%
SPC Financial, Inc. 292,701$22,629,0002.80%
Cadent Capital Advisors, LLC 78,949$6,104,0002.72%
Stonebridge Financial Planning Group, LLC 53,059$4,548,0002.22%
Kesler, Norman & Wride, LLC 93,671$7,242,0001.71%
PGIM Custom Harvest LLC 144,882$11,201,0001.70%
WESPAC Advisors SoCal, LLC 43,190$3,362,0001.10%
Silicon Hills Wealth Management, LLC 17,170$1,327,0000.91%
View complete list of ISHARES TR shareholders