Stratos Wealth Partners, LTD. - ISHARES TR ownership

ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 229 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.56 and the average weighting 0.2%.

Quarter-by-quarter ownership
Stratos Wealth Partners, LTD. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$208,000
-2.8%
1,156
+4.4%
0.01%0.0%
Q4 2021$214,000
+4.9%
1,107
+2.0%
0.01%0.0%
Q3 2021$204,000
-4.2%
1,085
-5.6%
0.01%0.0%
Q2 2021$213,000
+1.4%
1,149
-6.4%
0.01%
-16.7%
Q1 2021$210,000
-16.7%
1,227
-40.6%
0.01%
-25.0%
Q3 2020$252,000
-70.6%
2,064
-63.4%
0.01%
-76.5%
Q4 2019$856,000
+5.8%
5,636
-5.0%
0.03%
-2.9%
Q3 2019$809,000
-3.5%
5,933
-5.3%
0.04%
-2.8%
Q2 2019$838,000
+11.0%
6,262
+3.6%
0.04%
+5.9%
Q1 2019$755,000
+8.0%
6,045
-3.0%
0.03%
-5.6%
Q4 2018$699,000
-26.0%
6,230
-12.0%
0.04%
-14.3%
Q3 2018$944,000
+5.5%
7,080
+2.5%
0.04%
+5.0%
Q2 2018$895,000
+1.5%
6,907
+2.6%
0.04%
+8.1%
Q1 2018$882,000
+0.5%
6,730
-0.1%
0.04%
-5.1%
Q4 2017$878,000
+16.9%
6,734
+7.5%
0.04%
+11.4%
Q3 2017$751,000
+1.1%
6,265
-4.4%
0.04%
-7.9%
Q2 2017$743,000
+16.1%
6,554
+11.7%
0.04%
+5.6%
Q1 2017$640,000
+11.1%
5,865
+8.1%
0.04%0.0%
Q4 2016$576,000
+40.8%
5,424
+16.3%
0.04%
+28.6%
Q3 2016$409,000
+22.8%
4,665
+13.7%
0.03%
-3.4%
Q1 2016$333,000
-14.8%
4,103
-5.5%
0.03%
-12.1%
Q4 2015$391,000
+27.4%
4,341
+20.7%
0.03%
-15.4%
Q3 2015$307,0003,5960.04%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Wealthgate Family Office, LLC 21,952$3,313,9409.53%
Kozak & Associates, Inc. 65,014$9,814,4834.41%
VALLEY FINANCIAL MANAGEMENT, INC. 37,383$5,643,3383.49%
SAM Advisors, LLC 38,816$5,859,6632.63%
Snider Financial Group 30,327$4,578,2262.44%
RiverFront Investment Group, LLC 439,196$66,301,1522.34%
ARKANSAS FINANCIAL GROUP, INC. 45,791$6,912,6281.44%
Financial Freedom, LLC 12,171$1,837,3611.34%
Vahanian & Associates Financial Planning Inc. 3,095$467,2211.30%
Quantitative Advantage, LLC 58,787$8,874,4411.29%
View complete list of ISHARES TR shareholders