Stratos Wealth Partners, LTD. - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 388 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.06 and the average weighting 0.3%.

Quarter-by-quarter ownership
Stratos Wealth Partners, LTD. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$409,485
-4.5%
8,7100.0%0.01%
-10.0%
Q2 2023$428,735
+35.2%
8,710
+34.0%
0.01%
+25.0%
Q1 2023$317,005
-36.4%
6,500
-40.6%
0.01%
-38.5%
Q4 2022$498,203
+26.8%
10,949
+11.5%
0.01%
+18.2%
Q3 2022$393,000
-10.3%
9,820
+0.9%
0.01%0.0%
Q2 2022$438,000
+9.2%
9,729
+27.0%
0.01%
+22.2%
Q1 2022$401,000
-5.9%
7,6630.0%0.01%0.0%
Q4 2021$426,000
+0.2%
7,6630.0%0.01%
-18.2%
Q3 2021$425,000
-3.6%
7,6630.0%0.01%0.0%
Q2 2021$441,000
+4.3%
7,6630.0%0.01%
-8.3%
Q1 2021$423,000
-8.2%
7,663
-11.9%
0.01%
-14.3%
Q4 2020$461,000
+15.2%
8,6970.0%0.01%
+7.7%
Q3 2020$400,000
+6.4%
8,6970.0%0.01%0.0%
Q2 2020$376,000
+15.0%
8,6970.0%0.01%
-13.3%
Q1 2020$327,000
+23.4%
8,697
+61.4%
0.02%
+50.0%
Q4 2019$265,000
+1.1%
5,389
-5.1%
0.01%
-9.1%
Q3 2019$262,000
+4.0%
5,681
+5.4%
0.01%0.0%
Q2 2019$252,000
+1.2%
5,3890.0%0.01%0.0%
Q1 2019$249,000
+9.7%
5,389
-0.2%
0.01%
-8.3%
Q4 2018$227,000
-15.6%
5,400
-4.3%
0.01%0.0%
Q3 2018$269,000
+5.5%
5,644
+4.5%
0.01%
+9.1%
Q2 2018$255,000
-6.2%
5,400
-1.4%
0.01%0.0%
Q1 2018$272,000
-30.6%
5,475
-30.2%
0.01%
-38.9%
Q4 2017$392,000
+47.9%
7,848
+43.3%
0.02%
+38.5%
Q3 2017$265,000
+6.0%
5,4750.0%0.01%0.0%
Q2 2017$250,000
+4.6%
5,4750.0%0.01%0.0%
Q1 2017$239,000
+8.6%
5,4750.0%0.01%
-7.1%
Q4 2016$220,000
-3.1%
5,4750.0%0.01%
-6.7%
Q3 2016$227,000
+6.6%
5,4750.0%0.02%
-6.2%
Q2 2016$213,000
-1.4%
5,4750.0%0.02%
-15.8%
Q1 2016$216,000
-67.4%
5,475
-67.3%
0.02%
-65.5%
Q4 2015$663,000
+214.2%
16,742
+210.0%
0.06%
+103.7%
Q3 2015$211,000
-11.7%
5,4000.0%0.03%
-12.9%
Q2 2015$239,000
-0.8%
5,4000.0%0.03%
+6.9%
Q1 2015$241,000
+3.9%
5,4000.0%0.03%
-31.0%
Q4 2014$232,0005,4000.04%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
TLWM 469,220$24,887,0009.95%
GERMAN AMERICAN BANCORP, INC. 864,647$45,861,0009.04%
Johnson Financial Group, Inc. 1,433,247$76,019,0006.50%
Epstein & White Financial LLC 387,462$20,542,0006.30%
CUMBERLAND ADVISORS INC 254,995$13,525,0004.95%
VERITY Wealth Advisors 90,776$4,815,0004.38%
New England Investment & Retirement Group, Inc. 345,470$18,324,0004.27%
Royal Harbor Partners, LLC 79,545$4,219,0003.53%
SIMON QUICK ADVISORS, LLC 220,121$11,675,0003.52%
Legacy Private Trust Co. 642,716$34,089,0003.22%
View complete list of ISHARES TR shareholders