BDO Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 152 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.78 and the average weighting 0.1%.

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$4,000950.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
New Century Advisors, LLC 146,400$5,357,0004.54%
Bank Pictet & Cie (Europe) AG 88,220$3,230,0003.20%
MARTIN & CO INC /TN/ 210,144$7,693,0002.52%
BTR CAPITAL MANAGEMENT INC 178,544$6,536,0001.54%
OLD SECOND NATIONAL BANK OF AURORA 81,349$2,978,0001.35%
North Star Investment Management Corp. 105,050$3,846,0000.71%
BANQUE PICTET & CIE SA 181,060$6,629,0000.53%
PINNACLE FINANCIAL PARTNERS INC 36,444$1,334,0000.42%
ALBION FINANCIAL GROUP /UT 65,168$2,386,0000.40%
TWO SIGMA SECURITIES, LLC 6,129$224,0000.37%
View complete list of ISHARES TR shareholders