BDO Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 547 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.57 and the average weighting 1.0%.

Quarter-by-quarter ownership
BDO Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$14,718,783
+3.4%
235,049
+2.3%
1.69%
-3.3%
Q1 2023$14,231,919
+4.0%
229,732
-2.9%
1.74%
+2.5%
Q4 2022$13,690,583
-32.1%
236,534
-40.3%
1.70%
-36.5%
Q3 2022$20,165,000
-8.1%
396,012
+2.9%
2.68%
-0.8%
Q2 2022$21,948,000
-18.4%
384,843
-4.7%
2.70%
-5.9%
Q1 2022$26,882,000
+12.0%
403,753
+19.3%
2.87%
+13.0%
Q4 2021$24,002,000
+2.5%
338,343
+2.6%
2.54%
-1.4%
Q3 2021$23,409,000
+0.1%
329,701
+3.4%
2.58%
-0.4%
Q2 2021$23,376,000
+12.9%
318,914
+8.3%
2.59%
+6.1%
Q1 2021$20,699,000
+9.5%
294,523
+4.7%
2.44%
-8.2%
Q4 2020$18,903,000
+17.4%
281,341
+2.0%
2.66%
+1.4%
Q3 2020$16,099,000
+7.9%
275,950
+0.9%
2.62%0.0%
Q2 2020$14,915,000
+14.0%
273,562
-1.7%
2.62%
-0.8%
Q1 2020$13,079,000
+186742.9%
278,215
+248306.2%
2.64%
+132050.0%
Q1 2019$7,0001120.00%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 10,112,766$587,248,00035.23%
Disciplina Capital Management LLC 927,721$53,872,75834.73%
AGILIS PARTNERS LLC 373,238$21,674,00018.45%
Financial Advisors, LLC 380,710$22,108,00015.10%
Sequoia Financial Advisors, LLC 2,755,366$160,004,00013.14%
American Financial Network Advisory Services LLC 304,633$17,568,00012.99%
KEMPER Corp 1,311,432$76,155,00011.51%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2,048,617$118,963,00011.13%
CAHABA WEALTH MANAGEMENT, INC. 641,177$37,233,00010.06%
BIEGEL & WALLER LLC 289,945$16,837,0008.66%
View complete list of ISHARES TR shareholders