BDO Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 223 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.44 and the average weighting 0.2%.

Quarter-by-quarter ownership
BDO Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$70,656
+4.9%
9470.0%0.01%0.0%
Q1 2023$67,370
-15.8%
947
-10.7%
0.01%
-20.0%
Q4 2022$79,998
+11.1%
1,0600.0%0.01%0.0%
Q3 2022$72,000
-2.7%
1,0600.0%0.01%
+11.1%
Q2 2022$74,000
-17.8%
1,0600.0%0.01%
-10.0%
Q1 2022$90,000
-2.2%
1,0600.0%0.01%0.0%
Q4 2021$92,000
+4.5%
1,0600.0%0.01%0.0%
Q3 2021$88,000
+2.3%
1,0600.0%0.01%0.0%
Q2 2021$86,000
+8.9%
1,0600.0%0.01%
+11.1%
Q1 2021$79,000
+11.3%
1,0600.0%0.01%
-10.0%
Q4 2020$71,000
+24.6%
1,060
+109.9%
0.01%
+11.1%
Q3 2020$57,000
+1.8%
5050.0%0.01%
-10.0%
Q2 2020$56,000
-12.5%
505
-22.9%
0.01%
-23.1%
Q1 2020$64,000
-8.6%
655
+29.7%
0.01%
-27.8%
Q4 2019$70,000
+7.7%
5050.0%0.02%
+5.9%
Q3 2019$65,000
+3.2%
5050.0%0.02%0.0%
Q2 2019$63,000
+5.0%
5050.0%0.02%0.0%
Q1 2019$60,000
-6.2%
505
-16.5%
0.02%
-22.7%
Q4 2018$64,000
-12.3%
6050.0%0.02%
-8.3%
Q3 2018$73,000
+2.8%
6050.0%0.02%0.0%
Q2 2018$71,0000.0%6050.0%0.02%
-11.1%
Q1 2018$71,000
-1.4%
6050.0%0.03%
-15.6%
Q4 2017$72,000
+5.9%
6050.0%0.03%
-5.9%
Q3 2017$68,000
-2.9%
605
-7.6%
0.03%
+9.7%
Q2 2017$70,0006550.03%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
Kellett Wealth Advisors, LLC 122,085$10,583,0008.10%
First Citizens Financial Corp 59,337$5,144,0003.76%
HC Advisors, LLC 56,984$4,940,0003.03%
Paragon Wealth Strategies, LLC 134,774$11,684,0002.82%
Magnus Financial Group LLC 171,216$14,843,0002.82%
ETFIDEA, LLC 76,600$6,640,4542.67%
BEAM WEALTH ADVISORS, INC. 26,175$2,269,0002.60%
Stillwater Capital Advisors, LLC 174,315$15,111,0002.30%
GDS Wealth Management 105,788$9,171,0002.05%
Somerset Group LLC 33,465$2,901,0001.96%
View complete list of ISHARES TR shareholders