BDO Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 218 filers reported holding ISHARES TR in Q3 2022. 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$214,307
+5.9%
2,0210.0%0.02%0.0%
Q1 2023$202,424
-0.3%
2,021
-3.9%
0.02%0.0%
Q4 2022$202,952
+15.3%
2,1040.0%0.02%
+8.7%
Q3 2022$176,000
-4.9%
2,1040.0%0.02%0.0%
Q2 2022$185,000
-16.7%
2,1040.0%0.02%
-4.2%
Q1 2022$222,000
-6.3%
2,1040.0%0.02%
-4.0%
Q4 2021$237,000
+4.9%
2,104
-0.1%
0.02%0.0%
Q3 2021$226,000
-24.4%
2,107
-21.7%
0.02%
-24.2%
Q2 2021$299,000
-2.0%
2,692
-6.6%
0.03%
-8.3%
Q1 2021$305,000
+2.0%
2,882
-6.5%
0.04%
-14.3%
Q4 2020$299,000
+34.7%
3,082
+132.4%
0.04%
+16.7%
Q3 2020$222,000
+12.1%
1,326
+1.1%
0.04%
+2.9%
Q2 2020$198,000
+20.0%
1,311
-1.4%
0.04%
+6.1%
Q1 2020$165,000
-32.9%
1,330
-9.5%
0.03%
-47.6%
Q4 2019$246,000
+7.0%
1,470
+1.4%
0.06%
+6.8%
Q3 2019$230,000
+27.8%
1,450
+27.2%
0.06%
+20.4%
Q2 2019$180,000
-1.1%
1,140
-5.0%
0.05%
-7.5%
Q1 2019$182,000
-4.2%
1,200
-18.6%
0.05%
-18.5%
Q4 2018$190,000
-22.8%
1,475
-6.3%
0.06%
-18.8%
Q3 2018$246,000
+0.8%
1,575
-7.1%
0.08%
-3.6%
Q2 2018$244,000
-0.8%
1,6950.0%0.08%
-9.8%
Q1 2018$246,000
+1.2%
1,695
+2.7%
0.09%
-15.6%
Q4 2017$243,000
+8.0%
1,650
+1.5%
0.11%
-2.7%
Q3 2017$225,000
-12.1%
1,625
-16.7%
0.11%0.0%
Q2 2017$256,0001,9500.11%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
New England Investment & Retirement Group, Inc. 90,523$13,129,0007.19%
Vontobel Swiss Wealth Advisors AG 30,364$4,404,0002.32%
GRIMES & COMPANY, INC. 138,045$20,021,0001.94%
Milestone Advisory Partners 15,114$2,192,0001.64%
NAVELLIER & ASSOCIATES INC 68,977$10,004,0001.52%
PLANNING DIRECTIONS INC 7,523$1,091,0001.07%
Stillwater Capital Advisors, LLC 26,325$3,818,0000.92%
BREITER CAPITAL MANAGEMENT INC 3,912$567,0000.77%
Risk Paradigm Group, LLC 3,379$490,056,0000.62%
Prospera Financial Services Inc 29,566$4,284,0000.60%
View complete list of ISHARES TR shareholders