BDO Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 190 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.30 and the average weighting 0.1%.

Quarter-by-quarter ownership
BDO Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$77,303
+0.4%
5810.0%0.01%0.0%
Q1 2023$77,000
-93.0%
581
-93.4%
0.01%
-93.4%
Q4 2022$1,092,544
+15.4%
8,756
+0.0%
0.14%
+7.9%
Q3 2022$947,000
-8.1%
8,755
+0.0%
0.13%
-0.8%
Q2 2022$1,030,000
+119.6%
8,752
+179.2%
0.13%
+154.0%
Q1 2022$469,000
+18.4%
3,135
+11.0%
0.05%
+19.0%
Q4 2021$396,000
+12.5%
2,8250.0%0.04%
+7.7%
Q3 2021$352,000
+3.8%
2,825
+8.7%
0.04%
+2.6%
Q2 2021$339,0000.0%2,600
-3.7%
0.04%
-5.0%
Q1 2021$339,000
+85.2%
2,700
+67.2%
0.04%
+53.8%
Q4 2020$183,000
+2.2%
1,615
-11.0%
0.03%
-10.3%
Q3 2020$179,000
+0.6%
1,815
-8.9%
0.03%
-6.5%
Q2 2020$178,000
+20.3%
1,992
-7.0%
0.03%
+3.3%
Q1 2020$148,000
-22.9%
2,142
+9.0%
0.03%
-40.0%
Q4 2019$192,000
+3.2%
1,965
-2.5%
0.05%
+4.2%
Q3 2019$186,000
-5.6%
2,015
-2.9%
0.05%
-11.1%
Q2 2019$197,000
-3.0%
2,075
-6.4%
0.05%
-8.5%
Q1 2019$203,000
+9.1%
2,2180.0%0.06%
-7.8%
Q4 2018$186,000
-14.7%
2,2180.0%0.06%
-8.6%
Q3 2018$218,000
-0.9%
2,2180.0%0.07%
-6.7%
Q2 2018$220,000
+3.3%
2,2180.0%0.08%
-6.2%
Q1 2018$213,000
-14.5%
2,218
-8.8%
0.08%
-28.6%
Q4 2017$249,000
+6.9%
2,4330.0%0.11%
-3.4%
Q3 2017$233,000
-0.9%
2,433
-7.6%
0.12%
+12.6%
Q2 2017$235,0002,6330.10%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
PIERSHALE FINANCIAL GROUP, INC. 162,743$13,534,0008.30%
Quantitative Advantage, LLC 117,255$9,751,0002.98%
Pinnacle Family Advisors, LLC 48,115$4,001,0002.45%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 58,579$4,871,0001.80%
NAVELLIER & ASSOCIATES INC 49,212$4,092,0000.68%
Cranbrook Wealth Management, LLC 13,707$1,140,0000.56%
NWAM LLC 17,293$1,438,0000.48%
Madden Advisory Services, Inc. 7,710$641,0000.43%
COMMERCE BANK 316,050$26,283,0000.39%
ROBERTS GLORE & CO INC /IL/ 6,414$533,0000.37%
View complete list of ISHARES TR shareholders