BDO Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 385 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.25 and the average weighting 0.2%.

Quarter-by-quarter ownership
BDO Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$64,132
-2.1%
1,4970.0%0.01%
-12.5%
Q1 2023$65,494
+23.6%
1,497
+31.3%
0.01%
+14.3%
Q4 2022$52,999
+17.8%
1,1400.0%0.01%
+16.7%
Q3 2022$45,000
+4.7%
1,1400.0%0.01%
+20.0%
Q2 2022$43,000
-8.5%
1,1400.0%0.01%0.0%
Q1 2022$47,000
+38.2%
1,1400.0%0.01%
+25.0%
Q4 2021$34,000
+6.2%
1,1400.0%0.00%0.0%
Q3 2021$32,000
-3.0%
1,1400.0%0.00%0.0%
Q2 2021$33,000
+10.0%
1,140
-1.7%
0.00%0.0%
Q1 2021$30,000
+30.4%
1,160
+1.8%
0.00%
+33.3%
Q4 2020$23,000
+27.8%
1,1400.0%0.00%0.0%
Q3 2020$18,000
-30.8%
1,140
-13.0%
0.00%
-40.0%
Q2 2020$26,000
-18.8%
1,310
-36.4%
0.01%
-16.7%
Q1 2020$32,000
+77.8%
2,060
+267.9%
0.01%
+20.0%
Q4 2019$18,0000.0%5600.0%0.01%0.0%
Q3 2019$18,000
-5.3%
5600.0%0.01%0.0%
Q2 2019$19,000
-5.0%
5600.0%0.01%
-16.7%
Q1 2019$20,000
-13.0%
560
-23.8%
0.01%
-25.0%
Q4 2018$23,000
-25.8%
7350.0%0.01%
-20.0%
Q3 2018$31,0000.0%7350.0%0.01%
-9.1%
Q2 2018$31,000
+14.8%
7350.0%0.01%
+10.0%
Q1 2018$27,000
-6.9%
7350.0%0.01%
-23.1%
Q4 2017$29,000
+3.6%
7350.0%0.01%
-7.1%
Q3 2017$28,000
-34.9%
735
-39.5%
0.01%
-26.3%
Q2 2017$43,0001,2150.02%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Transamerica Financial Advisors, Inc. 2,134,808$93,078,0006.49%
Prospera Financial Services Inc 450,898$19,659,0004.38%
F-Squared Investment Management, LLC 2,546,851$111,043,0004.20%
AMG National Trust Bank 743,464$32,415,0003.10%
Ken Stern & Associates, Inc. 91,323$3,982,0002.99%
RiverFront Investment Group, LLC 1,295,635$56,489,0001.59%
Stillwater Capital Advisors, LLC 83,469$3,639,0001.11%
Starfire Investment Advisers, Inc. 56,572$2,466,594,0000.81%
Hilltop Holdings Inc. 70,631$3,080,0000.79%
Risk Paradigm Group, LLC 15,791$688,487,0000.67%
View complete list of ISHARES TR shareholders