BDO Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 420 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.2%.

Quarter-by-quarter ownership
BDO Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$180,483
+2.6%
6440.0%0.02%
-4.5%
Q1 2023$175,851
-6.8%
644
-3.2%
0.02%
-4.3%
Q4 2022$188,667
+6.6%
665
-5.0%
0.02%
-4.2%
Q3 2022$177,000
+46.3%
700
+55.6%
0.02%
+60.0%
Q2 2022$121,000
-6.9%
4500.0%0.02%
+7.1%
Q1 2022$130,000
-3.7%
4500.0%0.01%0.0%
Q4 2021$135,000
+8.9%
4500.0%0.01%0.0%
Q3 2021$124,000
+0.8%
4500.0%0.01%0.0%
Q2 2021$123,000
+7.9%
4500.0%0.01%
+7.7%
Q1 2021$114,000
-57.6%
450
-58.8%
0.01%
-65.8%
Q4 2020$269,000
+8.5%
1,092
+0.1%
0.04%
-5.0%
Q3 2020$248,000
-5.3%
1,091
-10.2%
0.04%
-13.0%
Q2 2020$262,000
+14.9%
1,2150.0%0.05%0.0%
Q1 2020$228,000
-3.0%
1,215
+11.4%
0.05%
-24.6%
Q4 2019$235,000
+14.1%
1,0910.0%0.06%
+15.1%
Q3 2019$206,000
-3.3%
1,0910.0%0.05%
-8.6%
Q2 2019$213,000
+273.7%
1,091
+269.8%
0.06%
+241.2%
Q1 2019$57,000
+7.5%
2950.0%0.02%
-5.6%
Q4 2018$53,000
-11.7%
2950.0%0.02%
-5.3%
Q3 2018$60,000
+13.2%
2950.0%0.02%
+5.6%
Q2 2018$53,000
+3.9%
2950.0%0.02%
-5.3%
Q1 2018$51,000
-37.8%
295
-37.2%
0.02%
-48.6%
Q4 2017$82,000
+1.2%
4700.0%0.04%
-7.5%
Q3 2017$81,000
-18.2%
470
-21.0%
0.04%
-7.0%
Q2 2017$99,0005950.04%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
CONSOLIDATED CAPITAL MANAGEMENT, LLC 275,932$16,906,3498.08%
Perbak Capital Partners LLP 427,851$26,214,4317.75%
Sowa Financial Group, Inc. 108,907$6,6735.05%
Bellwether Advisors, LLC 376,352$23,059,0754.84%
First Citizens Financial Corp 110,781$6,787,5524.02%
HC Advisors, LLC 61,400$3,761,9843.47%
Audent Global Asset Management, LLC 40,479$2,480,1682.58%
Sheridan Capital Management, LLC 56,655$3,453,7082.57%
ETFIDEA, LLC 97,358$5,965,1262.02%
Oakworth Capital, Inc. 393,851$24,131,1921.76%
View complete list of ISHARES TR shareholders