Stratos Wealth Partners, LTD. - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 205 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Stratos Wealth Partners, LTD. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$404,823
+59.8%
5,501
+77.6%
0.01%
+50.0%
Q2 2023$253,328
-22.3%
3,098
-18.5%
0.01%
-25.0%
Q2 2022$326,000
-9.9%
3,803
-4.3%
0.01%0.0%
Q1 2022$362,000
-4.7%
3,973
-7.6%
0.01%0.0%
Q4 2021$380,000
+39.2%
4,298
+24.5%
0.01%
+14.3%
Q3 2021$273,0000.0%3,453
-0.8%
0.01%0.0%
Q2 2021$273,000
-0.7%
3,480
+0.8%
0.01%
-12.5%
Q1 2021$275,000
+0.7%
3,451
-1.8%
0.01%0.0%
Q4 2020$273,000
-2.8%
3,514
+82.7%
0.01%
-11.1%
Q3 2020$281,000
+5.2%
1,923
+0.8%
0.01%
-10.0%
Q2 2020$267,000
-0.4%
1,907
-1.9%
0.01%
-16.7%
Q1 2020$268,000
-30.9%
1,943
-18.8%
0.01%
-20.0%
Q4 2019$388,000
+2.9%
2,392
+3.5%
0.02%
-6.2%
Q3 2019$377,000
+7.1%
2,312
-1.1%
0.02%
+6.7%
Q2 2019$352,000
+2.3%
2,3370.0%0.02%0.0%
Q1 2019$344,000
+23.3%
2,337
+12.5%
0.02%
+7.1%
Q4 2018$279,0000.0%2,0780.0%0.01%
+16.7%
Q3 2018$279,000
-10.3%
2,078
-11.9%
0.01%
-14.3%
Q2 2018$311,000
+18.7%
2,359
+15.0%
0.01%
+27.3%
Q1 2018$262,000
+22.4%
2,052
+27.1%
0.01%
+10.0%
Q4 2017$214,000
-51.1%
1,614
-51.0%
0.01%
-52.4%
Q3 2017$438,000
+33.1%
3,297
+30.4%
0.02%
+23.5%
Q2 2017$329,000
+46.9%
2,529
+44.7%
0.02%
+30.8%
Q1 2017$224,000
-15.5%
1,748
-13.3%
0.01%
-35.0%
Q2 2016$265,000
-1.1%
2,016
-16.4%
0.02%
-37.5%
Q1 2015$268,0002,4120.03%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Destination Wealth Management 633,344$46,601,4351.81%
BOS Asset Management, LLC 25,014$1,840,5301.35%
Bellwether Advisors, LLC 63,241$4,653,2731.27%
First Citizens Financial Corp 22,528$1,657,6101.17%
LBMC INVESTMENT ADVISORS, LLC 120,663$8,573,1110.91%
TAP Consulting, LLC 31,479$2,316,2230.60%
Essex LLC 24,252$1,784,4620.50%
Family Firm, Inc. 23,625$1,738,3320.49%
HOLDERNESS INVESTMENTS CO 17,000$1,250,8940.49%
COUNTRY CLUB BANK /GFN 81,114$5,958,6330.48%
View complete list of ISHARES TR shareholders