Stratos Wealth Partners, LTD. - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 680 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.

Quarter-by-quarter ownership
Stratos Wealth Partners, LTD. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$11,160,197
+0.8%
106,368
+4.6%
0.24%
-4.4%
Q2 2023$11,070,188
+30.2%
101,682
+11.0%
0.25%
+10.6%
Q1 2023$8,505,516
+12.5%
91,644
-9.7%
0.23%
+18.8%
Q4 2022$7,561,586
+0.6%
101,511
-0.9%
0.19%
-9.0%
Q3 2022$7,518,000
-15.5%
102,464
-7.9%
0.21%
-6.2%
Q2 2022$8,893,000
-22.5%
111,231
-0.1%
0.22%
-12.5%
Q1 2022$11,473,000
-7.9%
111,341
+2.7%
0.26%
-7.2%
Q4 2021$12,453,000
+21.5%
108,457
+7.1%
0.28%
+5.7%
Q3 2021$10,252,000
+11.0%
101,244
+9.0%
0.26%
+13.5%
Q2 2021$9,233,000
+19.3%
92,890
+5.3%
0.23%
+7.5%
Q1 2021$7,739,000
+14.7%
88,245
+11.3%
0.21%
+7.0%
Q4 2020$6,748,000
+24.3%
79,309
+339.7%
0.20%
+12.4%
Q3 2020$5,430,000
+30.6%
18,037
+17.1%
0.18%
+20.3%
Q2 2020$4,157,000
+44.6%
15,407
+9.5%
0.15%
+12.1%
Q1 2020$2,875,000
-14.2%
14,066
-2.4%
0.13%0.0%
Q4 2019$3,351,000
+19.8%
14,409
+5.2%
0.13%
+9.1%
Q3 2019$2,797,000
+11.2%
13,697
+7.8%
0.12%
+11.0%
Q2 2019$2,515,000
+5.2%
12,707
+1.3%
0.11%
+1.9%
Q1 2019$2,390,000
+23.2%
12,540
+3.4%
0.11%
+7.0%
Q4 2018$1,940,000
-30.0%
12,128
-15.1%
0.10%
-19.4%
Q3 2018$2,771,000
+78.4%
14,283
+63.9%
0.12%
+79.7%
Q2 2018$1,553,000
+12.1%
8,713
+5.8%
0.07%
+19.0%
Q1 2018$1,385,000
+6.9%
8,235
+3.4%
0.06%0.0%
Q4 2017$1,296,000
+21.6%
7,964
+12.0%
0.06%
+16.0%
Q3 2017$1,066,000
+14.0%
7,113
+6.3%
0.05%
+4.2%
Q2 2017$935,000
-15.6%
6,690
-18.4%
0.05%
-23.8%
Q1 2017$1,108,000
+100.0%
8,196
+77.9%
0.06%
+85.3%
Q4 2016$554,000
-19.4%
4,606
-20.2%
0.03%
-26.1%
Q3 2016$687,000
+125.2%
5,775
+98.3%
0.05%
+17.9%
Q2 2015$305,000
+3.4%
2,912
+3.4%
0.04%
+11.4%
Q1 2015$295,000
+33.5%
2,817
+32.9%
0.04%
-12.5%
Q4 2014$221,0002,1190.04%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
NIEMANN CAPITAL MANAGEMENT INC 3,316$282,00035.79%
First Citizens Financial Corp 98,772$8,404,0007.33%
Danda Trouve Investment Management, Inc. 66,398$5,649,0006.90%
Signature Wealth Management Partners, LLC 79,308$6,748,0006.75%
Stonebridge Financial Planning Group, LLC 107,490$9,145,0005.79%
Quantitative Advantage, LLC 320,866$27,299,0005.76%
HC Advisors, LLC 72,560$6,173,0004.22%
Rollins Financial 90,780$7,724,0003.52%
Pinnacle Advisory Group, Inc. 633,788$53,923,0003.26%
SPC Financial, Inc. 271,792$23,124,0003.25%
View complete list of ISHARES TR shareholders