Stratos Wealth Partners, LTD. - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 635 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
Stratos Wealth Partners, LTD. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,866,958
-15.5%
25,843
-12.2%
0.04%
-20.0%
Q2 2023$2,208,662
+4.9%
29,448
+0.1%
0.05%
-10.7%
Q1 2023$2,104,619
+0.3%
29,431
-4.2%
0.06%
+5.7%
Q4 2022$2,097,889
+7.9%
30,715
-0.5%
0.05%
-1.9%
Q3 2022$1,945,000
+15.8%
30,862
+17.1%
0.05%
+28.6%
Q2 2022$1,680,000
-20.9%
26,365
-4.1%
0.04%
-10.6%
Q1 2022$2,124,000
-5.7%
27,485
+4.0%
0.05%
-6.0%
Q4 2021$2,253,000
+8.0%
26,424
+0.3%
0.05%
-5.7%
Q3 2021$2,086,000
-5.4%
26,339
-3.3%
0.05%
-3.6%
Q2 2021$2,204,000
+3.1%
27,232
-0.2%
0.06%
-6.8%
Q1 2021$2,138,000
+8.0%
27,278
-0.5%
0.06%0.0%
Q4 2020$1,979,000
+20.6%
27,406
+299.5%
0.06%
+9.3%
Q3 2020$1,641,000
+1.6%
6,860
-4.9%
0.05%
-6.9%
Q2 2020$1,615,000
+24.7%
7,210
-0.6%
0.06%
-1.7%
Q1 2020$1,295,000
-28.1%
7,257
-4.1%
0.06%
-16.9%
Q4 2019$1,801,000
-7.6%
7,565
-13.2%
0.07%
-15.5%
Q3 2019$1,950,000
-1.9%
8,713
-0.8%
0.08%
-2.3%
Q2 2019$1,988,000
-2.0%
8,784
-5.2%
0.09%
-5.5%
Q1 2019$2,029,000
+15.0%
9,262
+0.4%
0.09%0.0%
Q4 2018$1,765,000
-21.5%
9,228
-4.4%
0.09%
-9.9%
Q3 2018$2,249,000
-30.5%
9,657
-33.0%
0.10%
-29.9%
Q2 2018$3,238,000
-8.1%
14,403
-10.8%
0.14%
-2.7%
Q1 2018$3,525,000
+46.4%
16,142
+44.7%
0.15%
+37.0%
Q4 2017$2,408,000
-3.2%
11,159
-9.2%
0.11%
-7.7%
Q3 2017$2,487,000
+16.9%
12,289
+13.6%
0.12%
+6.4%
Q2 2017$2,128,000
+2.1%
10,821
-0.9%
0.11%
-6.8%
Q1 2017$2,085,000
+12.2%
10,919
+7.0%
0.12%
+1.7%
Q4 2016$1,859,000
+6.9%
10,202
+2.5%
0.12%
-0.9%
Q3 2016$1,739,000
+26.6%
9,953
+22.5%
0.12%
+14.7%
Q2 2016$1,374,000
+12.6%
8,126
+8.3%
0.10%
-2.9%
Q1 2016$1,220,000
-10.2%
7,505
-11.1%
0.10%
-7.1%
Q4 2015$1,359,000
+7.7%
8,443
+5.1%
0.11%
-28.9%
Q3 2015$1,262,000
+15.8%
8,033
+24.9%
0.16%
+13.6%
Q2 2015$1,090,000
+85.4%
6,429
+88.1%
0.14%
+100.0%
Q1 2015$588,000
+26.7%
3,417
+17.7%
0.07%
-16.7%
Q4 2014$464,0002,9040.08%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,506$14,739,00012.84%
Capital Directions Investment Advisors, LLC 143,579$31,348,0009.85%
Broadview Financial Management, LLC 42,034$9,177,0009.06%
Pinnacle Family Advisors, LLC 63,881$13,947,0007.96%
Howard Capital Management Inc. 203,248$44,375,0005.60%
Monument Capital Management 34,181$7,280,0004.98%
Perkins Coie Trust Co 44,164$9,642,0004.79%
LVZ, Inc. 71,563$15,624,0004.24%
Capital Advisors, Ltd. LLC 58,064$12,677,0004.10%
Starfire Investment Advisers, Inc. 32,269$7,045,0003.67%
View complete list of ISHARES TR shareholders