Stratos Wealth Partners, LTD. - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 290 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.17 and the average weighting 0.2%.

Quarter-by-quarter ownership
Stratos Wealth Partners, LTD. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$434,055
-5.3%
5,805
-5.5%
0.01%
-10.0%
Q2 2023$458,477
-16.3%
6,144
-20.2%
0.01%
-33.3%
Q1 2023$547,872
+2.6%
7,701
+8.8%
0.02%
+7.1%
Q4 2022$534,026
+11.5%
7,075
-0.2%
0.01%
+7.7%
Q3 2022$479,000
-30.1%
7,089
-27.6%
0.01%
-23.5%
Q2 2022$685,000
-19.7%
9,793
-3.0%
0.02%
-10.5%
Q1 2022$853,000
-2.6%
10,092
-0.1%
0.02%0.0%
Q4 2021$876,000
+5.0%
10,101
-0.0%
0.02%
-9.5%
Q3 2021$834,000
+26.9%
10,103
+24.7%
0.02%
+31.2%
Q2 2021$657,000
+12.3%
8,105
+3.7%
0.02%0.0%
Q1 2021$585,000
-35.1%
7,817
-42.1%
0.02%
-40.7%
Q4 2020$902,000
-1.7%
13,502
+67.0%
0.03%
-10.0%
Q3 2020$918,000
-12.3%
8,087
-14.9%
0.03%
-18.9%
Q2 2020$1,047,000
+2.8%
9,505
-9.2%
0.04%
-21.3%
Q1 2020$1,018,000
-15.5%
10,469
+19.7%
0.05%0.0%
Q4 2019$1,205,000
+7.2%
8,746
+0.2%
0.05%
-4.1%
Q3 2019$1,124,000
-2.3%
8,732
-4.6%
0.05%
-2.0%
Q2 2019$1,150,000
+27.6%
9,153
+20.1%
0.05%
+22.0%
Q1 2019$901,000
+3.9%
7,624
-6.5%
0.04%
-8.9%
Q4 2018$867,000
-15.2%
8,153
-3.2%
0.04%
-2.2%
Q3 2018$1,023,000
+16.2%
8,419
+12.1%
0.05%
+17.9%
Q2 2018$880,000
+5.0%
7,512
+5.7%
0.04%
+11.4%
Q1 2018$838,000
+4.9%
7,110
+6.3%
0.04%
-2.8%
Q4 2017$799,000
+14.0%
6,690
+7.0%
0.04%
+9.1%
Q3 2017$701,000
-2.1%
6,255
-6.1%
0.03%
-10.8%
Q2 2017$716,000
-27.7%
6,662
-30.0%
0.04%
-33.9%
Q1 2017$990,000
+145.0%
9,514
+138.8%
0.06%
+124.0%
Q4 2016$404,000
+5.2%
3,984
-6.7%
0.02%
-3.8%
Q3 2016$384,000
+38.1%
4,272
+31.9%
0.03%
+23.8%
Q2 2016$278,000
+35.6%
3,239
+34.0%
0.02%
+16.7%
Q1 2016$205,000
-4.2%
2,418
+0.0%
0.02%0.0%
Q4 2015$214,000
-4.0%
2,417
-8.8%
0.02%
-35.7%
Q3 2015$223,000
-28.3%
2,651
-23.5%
0.03%
-30.0%
Q2 2015$311,0003,4640.04%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
First Citizens Financial Corp 59,051$4,786,0003.62%
HC Advisors, LLC 68,774$5,574,0003.43%
Magnus Financial Group LLC 153,112$12,410,0002.70%
Stillwater Capital Advisors, LLC 166,864$13,524,0002.24%
Somerset Group LLC 34,777$2,819,0002.01%
Sowa Financial Group, Inc. 31,519$2,555,0001.89%
BEAM WEALTH ADVISORS, INC. 25,057$2,031,0001.75%
WJ Wealth Management, LLC 5,393$437,0001.35%
CIM, LLC 97,948$8,234,0001.34%
HCR Wealth Advisors 94,314$7,644,0001.33%
View complete list of ISHARES TR shareholders