Stratos Wealth Partners, LTD. - ISHARES TR ownership

ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 131 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 1.54 and the average weighting 0.3%.

Quarter-by-quarter ownership
Stratos Wealth Partners, LTD. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$455,176
+7.6%
1,191
+10.6%
0.01%0.0%
Q2 2023$423,121
+21.4%
1,077
+4.9%
0.01%
+11.1%
Q1 2023$348,482
-0.0%
1,027
-17.5%
0.01%0.0%
Q4 2022$348,600
+0.8%
1,245
-0.6%
0.01%
-10.0%
Q3 2022$346,000
-40.0%
1,253
-36.0%
0.01%
-33.3%
Q2 2022$577,000
-26.3%
1,959
-2.7%
0.02%
-11.8%
Q1 2022$783,000
-7.0%
2,014
+5.1%
0.02%
-10.5%
Q4 2021$842,000
+9.5%
1,917
+0.7%
0.02%
-5.0%
Q3 2021$769,000
+3.6%
1,904
+3.7%
0.02%
+11.1%
Q2 2021$742,000
+20.5%
1,836
+7.5%
0.02%
+5.9%
Q1 2021$616,000
-9.5%
1,708
-12.3%
0.02%
-15.0%
Q4 2020$681,000
+82.6%
1,947
+61.4%
0.02%
+66.7%
Q3 2020$373,000
+44.0%
1,206
+30.1%
0.01%
+33.3%
Q2 2020$259,000
+45.5%
927
+9.1%
0.01%
+12.5%
Q3 2018$178,000
+97.8%
850
+70.0%
0.01%
+100.0%
Q1 2018$90,0005000.00%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Destination Wealth Management 326,095$29,212,0003.06%
INTREPID CAPITAL MANAGEMENT INC /DE/ 33,000$2,956,0003.01%
WESPAC Advisors, LLC 22,572$2,022,0001.68%
SPC Financial, Inc. 56,735$5,082,0001.59%
BINGHAM OSBORN & SCARBOROUGH LLC 106,243$9,517,0001.38%
Mathes Company, Inc. 18,545$1,661,0000.89%
WealthTrust Fairport, LLC 61,283$5,490,0000.86%
MERIDIAN INVESTMENT COUNSEL INC. 9,725$871,0000.74%
Asset Management Group, Inc. 13,545$1,213,0000.74%
Antonetti Capital Management LLC 4,712$422,0000.38%
View complete list of ISHARES TR shareholders