BDO Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 596 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.

Quarter-by-quarter ownership
BDO Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$18,603
-52.5%
191
-51.6%
0.00%
-60.0%
Q1 2023$39,189
+37.0%
395
+33.9%
0.01%
+25.0%
Q4 2022$28,596
+50.5%
295
+51.3%
0.00%
+33.3%
Q3 2022$19,000
-5.0%
195
+1.0%
0.00%
+50.0%
Q2 2022$20,000
-91.0%
193
-90.8%
0.00%
-91.7%
Q1 2022$221,000
+6.8%
2,108
+8.1%
0.02%
+9.1%
Q4 2021$207,000
+1.5%
1,950
+1.1%
0.02%0.0%
Q3 2021$204,000
+1.5%
1,929
+2.0%
0.02%0.0%
Q2 2021$201,000
+1.5%
1,892
+1.1%
0.02%
-4.3%
Q1 2021$198,000
-1.5%
1,871
-2.9%
0.02%
-17.9%
Q4 2020$201,000
+1.0%
1,926
+0.9%
0.03%
-12.5%
Q3 2020$199,000
+2.1%
1,9090.0%0.03%
-5.9%
Q2 2020$195,000
+2.6%
1,909
+0.5%
0.03%
-10.5%
Q1 2020$190,000
-2.6%
1,900
-2.1%
0.04%
-24.0%
Q4 2019$195,000
+2.6%
1,940
+2.3%
0.05%
+2.0%
Q3 2019$190,000
+4650.0%
1,897
+4526.8%
0.05%
+4800.0%
Q2 2019$4,000
-50.0%
41
-49.4%
0.00%
-50.0%
Q1 2019$8,000
-20.0%
81
-19.8%
0.00%
-33.3%
Q4 2018$10,0000.0%1010.0%0.00%0.0%
Q3 2018$10,0000.0%1010.0%0.00%0.0%
Q2 2018$10,0001010.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
KEATING INVESTMENT COUNSELORS INC 664,927$64,896,91523.46%
Walker Financial Services, Inc. 199,873$19,507,58919.27%
GoalFusion Wealth Management, LLC 177,056$17,280,66612.73%
M. Kulyk & Associates, LLC 418,583$40,853,70711.41%
Wilshire Advisors LLC 203,424$19,854,18210.52%
TIEDEMANN ADVISORS, LLC 2,351,945$229,549,9839.76%
3EDGE Asset Management, LP 1,305,889$127,454,7189.60%
JEPPSON WEALTH MANAGEMENT, LLC 222,239$21,690,5269.44%
Echo45 Advisors LLC 111,820$10,913,6499.00%
Pinnacle Wealth Management Group, Inc. 96,202$9,389,3408.20%
View complete list of ISHARES TR shareholders