BDO Wealth Advisors, LLC - ISHARES TR ownership

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ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 137 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.53 and the average weighting 0.1%.

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Quarter-by-quarter ownership
BDO Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$111,739
+36.0%
3,301
+43.8%
0.01%
+30.0%
Q1 2023$82,139
+1714.8%
2,295
+2315.8%
0.01%
+900.0%
Q4 2022$4,526
-9.5%
950.0%0.00%0.0%
Q3 2022$5,000
-58.3%
95
-61.2%
0.00%0.0%
Q2 2022$12,000
+100.0%
245
+157.9%
0.00%0.0%
Q1 2022$6,0000.0%950.0%0.00%0.0%
Q4 2021$6,0000.0%950.0%0.00%0.0%
Q3 2021$6,000
+20.0%
950.0%0.00%0.0%
Q2 2021$5,0000.0%950.0%0.00%0.0%
Q1 2021$5,000
+25.0%
950.0%0.00%0.0%
Q4 2020$4,000
+33.3%
950.0%0.00%–
Q3 2020$3,0000.0%950.0%0.00%
-100.0%
Q2 2020$3,0000.0%950.0%0.00%0.0%
Q1 2020$3,000
-40.0%
950.0%0.00%0.0%
Q4 2019$5,000
+25.0%
950.0%0.00%0.0%
Q3 2019$4,0000.0%950.0%0.00%0.0%
Q2 2019$4,0000.0%950.0%0.00%0.0%
Q1 2019$4,0000.0%950.0%0.00%0.0%
Q4 2018$4,000
-20.0%
950.0%0.00%
-50.0%
Q3 2018$5,0000.0%950.0%0.00%0.0%
Q2 2018$5,0000.0%950.0%0.00%0.0%
Q1 2018$5,0000.0%950.0%0.00%0.0%
Q4 2017$5,000
+25.0%
950.0%0.00%0.0%
Q3 2017$4,0000.0%950.0%0.00%0.0%
Q2 2017$4,000–95–0.00%–
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Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Barry Investment Advisors, LLC 274,074$9,809,1083.21%
COTTONWOOD CAPITAL ADVISORS, LLC 56,199$2,011,3461.85%
Adams Wealth Management 96,741$3,462,3601.12%
Bell Bank 222,881$7,976,9110.84%
Aft, Forsyth & Sober, LLC 40,000$1,431,6000.72%
MARTIN & CO INC /TN/ 70,338$2,517,4060.65%
Endurance Wealth Management, Inc. 111,031$3,9740.56%
AUGUSTINE ASSET MANAGEMENT INC 20,000$715,8000.35%
Wealth Management Partners, LLC 11,212$401,2770.28%
Family Firm, Inc. 25,907$927,2040.26%
View complete list of ISHARES TR shareholders