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 153 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.76 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 Q1 2023
NameSharesValueWeighting ↓
Barry Investment Advisors, LLC 291,559$9,942,4093.58%
Richard C. Young & CO., LTD. 707,507$23,772,2233.38%
Luken Investment Analytics, LLC 134,081$4,505,1222.61%
Dentgroup LLC 52,879$1,776,7451.31%
Bell Bank 274,316$9,217,0181.01%
Abundance Wealth Counselors 86,419$2,9040.83%
MARTIN & CO INC /TN/ 67,494$2,267,8070.60%
Aft, Forsyth & Sober, LLC 40,000$1,344,0000.57%
MidWestOne Financial Group, Inc. 45,665$1,534,3440.35%
AUGUSTINE ASSET MANAGEMENT INC 20,000$672,0000.31%
View complete list of ISHARES TR shareholders