BDO Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 620 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.03 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 Q1 2023
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 594,395$43,428,00025.73%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 9,236,100$655,763,00024.09%
Acorns Advisers, LLC 17,514,355$1,243,520,00022.83%
Newman & Schimel, LLC 477,172$33,879,00021.18%
AlphaCore Capital LLC 557,890$39,610,00020.08%
Brightworth 2,670,472$189,603,00017.18%
Onyx Bridge Wealth Group LLC 555,111$40,479,00015.20%
Hardy Reed LLC 1,144,425$81,254,00014.44%
KEMPER Corp 1,213,087$86,129,00014.34%
ESL Trust Services, LLC 637,610$45,270,00013.80%
View complete list of ISHARES TR shareholders