BDO Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 698 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.79 and the average weighting 0.3%.

Quarter-by-quarter ownership
BDO Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$773,347
+4.9%
10,311
+0.0%
0.09%
-1.1%
Q1 2023$737,144
+4.7%
10,308
+0.0%
0.09%
+3.4%
Q4 2022$703,801
+8.8%
10,305
+0.4%
0.09%
+1.2%
Q3 2022$647,000
-1.1%
10,261
+0.0%
0.09%
+7.5%
Q2 2022$654,000
-18.6%
10,256
-1.3%
0.08%
-7.0%
Q1 2022$803,000
-9.4%
10,393
+0.0%
0.09%
-8.5%
Q4 2021$886,000
+7.7%
10,390
+0.0%
0.09%
+3.3%
Q3 2021$823,000
-5.3%
10,388
-3.2%
0.09%
-5.2%
Q2 2021$869,000
+3.1%
10,736
-0.2%
0.10%
-3.0%
Q1 2021$843,000
-20.8%
10,760
-27.0%
0.10%
-34.0%
Q4 2020$1,065,000
+16.8%
14,742
+286.5%
0.15%
+1.4%
Q3 2020$912,000
+13.9%
3,814
+6.7%
0.15%
+5.0%
Q2 2020$801,000
+11.9%
3,576
-10.8%
0.14%
-2.8%
Q1 2020$716,000
-40.6%
4,010
-20.8%
0.14%
-53.4%
Q4 2019$1,205,000
-12.6%
5,061
-17.8%
0.31%
-11.9%
Q3 2019$1,378,000
-19.4%
6,155
-18.5%
0.35%
-24.1%
Q2 2019$1,709,000
-8.2%
7,551
-11.2%
0.46%
-14.0%
Q1 2019$1,862,000
-10.8%
8,500
-22.1%
0.54%
-24.8%
Q4 2018$2,088,000
-23.0%
10,917
-6.2%
0.72%
-17.9%
Q3 2018$2,710,000
+12.3%
11,633
+8.3%
0.88%
+6.6%
Q2 2018$2,414,000
+13.5%
10,739
+10.2%
0.82%
+3.0%
Q1 2018$2,127,000
+299.8%
9,742
+295.5%
0.80%
+233.9%
Q4 2017$532,000
+285.5%
2,463
+260.6%
0.24%
+251.5%
Q3 2017$138,000
-90.9%
683
-91.2%
0.07%
-89.8%
Q2 2017$1,520,0007,7290.66%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 2,441,600$183,12013.26%
Broadview Financial Management, LLC 109,879$8,240,9267.04%
Main Management LLC 833,605$62,5206.35%
Sterling Financial Planning, Inc. 159,307$11,948,0545.92%
Corundum Trust Company, INC 27,292$2,046,9005.60%
Hudson Capital Management LLC 178,571$13,392,8145.15%
Pensionmark Financial Group, LLC 353,480$26,510,9795.13%
Smith Anglin Financial, LLC 529,580$39,718,5294.82%
JSF Financial, LLC 179,477$13,460,7604.76%
Willis Johnson & Associates, Inc. 564,418$42,331,3304.51%
View complete list of ISHARES TR shareholders