BDO Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 228 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
BDO Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$89,130
+0.5%
4450.0%0.01%
-9.1%
Q1 2023$88,658
-2.8%
445
-1.1%
0.01%0.0%
Q4 2022$91,251
+12.7%
4500.0%0.01%0.0%
Q3 2022$81,000
-8.0%
4500.0%0.01%0.0%
Q2 2022$88,000
-2.2%
4500.0%0.01%
+10.0%
Q1 2022$90,0000.0%4500.0%0.01%0.0%
Q4 2021$90,000
+11.1%
4500.0%0.01%
+11.1%
Q3 2021$81,000
-2.4%
4500.0%0.01%0.0%
Q2 2021$83,000
-7.8%
450
-11.8%
0.01%
-18.2%
Q1 2021$90,000
+15.4%
510
+13.3%
0.01%0.0%
Q4 2020$78,000
+16.4%
4500.0%0.01%0.0%
Q3 2020$67,000
+17.5%
4500.0%0.01%
+10.0%
Q2 2020$57,000
+16.3%
4500.0%0.01%0.0%
Q1 2020$49,000
-18.3%
4500.0%0.01%
-33.3%
Q4 2019$60,000
+1.7%
450
-3.2%
0.02%0.0%
Q3 2019$59,000
+5.4%
4650.0%0.02%0.0%
Q2 2019$56,000
-26.3%
465
-27.3%
0.02%
-31.8%
Q1 2019$76,000
+11.8%
6400.0%0.02%
-4.3%
Q4 2018$68,000
-10.5%
6400.0%0.02%
-8.0%
Q3 2018$76,0000.0%6400.0%0.02%
-3.8%
Q2 2018$76,0000.0%6400.0%0.03%
-10.3%
Q1 2018$76,000
-12.6%
640
-7.2%
0.03%
-25.6%
Q4 2017$87,000
+4.8%
6900.0%0.04%
-4.9%
Q3 2017$83,000
-26.5%
690
-25.4%
0.04%
-16.3%
Q2 2017$113,0009250.05%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
WealthSpring Partners, LLC 60,785$11,336,9088.47%
D. SCOTT NEAL, INC. 43,223$8,135,6336.95%
Gilfoyle & Co LLC 10$1,9044.89%
Kaye Capital Management 53,477$9,973,9604.57%
Wyrmwood Management LLC 10$1,9104.51%
WealthCare Investment Partners, LLC 37,937$7,023,5694.27%
PGIM Custom Harvest LLC 511,824$95,460,3353.52%
Bellwether Advisors, LLC 66,949$12,486,6583.40%
SFI Advisors, LLC 17,532$3,269,8933.20%
Genesee Capital Advisors, LLC 16,659$3,107,1552.23%
View complete list of ISHARES TR shareholders