BDO Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 127 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
BDO Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$30,936
-0.8%
902
+0.3%
0.00%0.0%
Q1 2023$31,194
+0.8%
899
+0.4%
0.00%0.0%
Q4 2022$30,953
+10.5%
895
+0.7%
0.00%0.0%
Q3 2022$28,000
-6.7%
889
+0.5%
0.00%0.0%
Q2 2022$30,000
-67.4%
885
-64.0%
0.00%
-60.0%
Q1 2022$92,000
-4.2%
2,461
+0.3%
0.01%0.0%
Q4 2021$96,000
+5.5%
2,454
+0.2%
0.01%0.0%
Q3 2021$91,000
-2.2%
2,450
+0.5%
0.01%0.0%
Q2 2021$93,000
-47.2%
2,437
-48.9%
0.01%
-52.4%
Q1 2021$176,000
+506.9%
4,771
+448.4%
0.02%
+425.0%
Q4 2020$29,000
+31.8%
870
+13.7%
0.00%0.0%
Q3 2020$22,000
-65.6%
765
-65.4%
0.00%
-63.6%
Q2 2020$64,000
+73.0%
2,209
+53.3%
0.01%
+57.1%
Q1 2020$37,000
-27.5%
1,441
+0.3%
0.01%
-46.2%
Q4 2019$51,000
+4.1%
1,436
+0.3%
0.01%0.0%
Q3 2019$49,0001,4320.01%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Leelyn Smith, LLC 405,581$14,946,0004.45%
Clear Creek Financial Management, LLC 42,420$1,613,0003.24%
Prostatis Group LLC 95,910$3,534,2882.77%
Wade Financial Advisory, Inc 112,491$4,145,0002.62%
Burns Matteson Capital Management, LLC 48,784$1,797,6731.72%
Brickley Wealth Management 140,588$5,181,0001.39%
Professional Financial Advisors, LLC 47,538$1,752,0001.09%
Stewardship Financial Advisors, LLC 80,756$2,976,0001.03%
ACT Advisors, LLC. 26,415$1,009,0000.80%
Ameritas Investment Company, LLC 205,865$7,586,116,0000.66%
View complete list of ISHARES TR shareholders