Stratos Wealth Partners, LTD. - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 259 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 0.98 and the average weighting 0.5%.

Quarter-by-quarter ownership
Stratos Wealth Partners, LTD. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$398,185
-11.4%
15,676
-8.2%
0.01%
-10.0%
Q2 2023$449,472
+47.8%
17,070
+54.3%
0.01%
+25.0%
Q1 2023$304,177
-38.6%
11,065
-39.3%
0.01%
-38.5%
Q4 2022$495,238
+11.0%
18,234
-7.8%
0.01%
+8.3%
Q3 2022$446,000
+0.9%
19,778
+21.6%
0.01%
+9.1%
Q2 2022$442,000
-3.7%
16,260
+12.5%
0.01%
+10.0%
Q1 2022$459,000
+58.3%
14,449
+55.2%
0.01%
+66.7%
Q4 2021$290,000
-24.1%
9,309
-25.9%
0.01%
-40.0%
Q3 2021$382,000
-6.6%
12,569
-0.4%
0.01%0.0%
Q2 2021$409,000
+37.2%
12,618
+33.1%
0.01%
+25.0%
Q1 2021$298,000
+10.0%
9,482
+17.3%
0.01%
-27.3%
Q4 2019$271,000
+11.1%
8,084
+1.7%
0.01%0.0%
Q3 2019$244,000
-18.7%
7,946
-18.5%
0.01%
-15.4%
Q2 2019$300,000
-16.7%
9,755
-16.4%
0.01%
-18.8%
Q1 2019$360,000
+5.0%
11,663
-2.3%
0.02%
-11.1%
Q4 2018$343,000
-20.0%
11,935
-9.2%
0.02%
-5.3%
Q3 2018$429,000
-35.0%
13,143
-36.2%
0.02%
-34.5%
Q2 2018$660,000
-19.1%
20,595
-16.7%
0.03%
-14.7%
Q1 2018$816,000
-20.5%
24,724
-18.6%
0.03%
-26.1%
Q4 2017$1,026,000
-20.7%
30,368
-20.8%
0.05%
-24.6%
Q3 2017$1,294,000
+15.3%
38,320
+11.7%
0.06%
+5.2%
Q2 2017$1,122,000
+25.9%
34,294
+21.1%
0.06%
+16.0%
Q1 2017$891,000
-6.5%
28,321
-12.1%
0.05%
-15.3%
Q4 2016$953,000
-50.4%
32,232
-49.7%
0.06%
-54.6%
Q3 2016$1,920,000
-4.1%
64,044
-8.5%
0.13%
-12.8%
Q2 2016$2,003,000
+33.1%
69,974
+34.8%
0.15%
+15.5%
Q1 2016$1,505,000
+32.0%
51,901
+30.7%
0.13%
+35.8%
Q4 2015$1,140,000
+6.8%
39,702
+5.0%
0.10%
-29.1%
Q3 2015$1,067,000
+8.5%
37,826
+24.4%
0.13%
+6.3%
Q2 2015$983,000
+7.2%
30,406
+11.5%
0.13%
+15.6%
Q1 2015$917,000
+43.3%
27,268
+43.7%
0.11%
-5.2%
Q4 2014$640,000
+161.2%
18,982
+179.7%
0.12%
+101.8%
Q3 2014$245,0006,7860.06%
Other shareholders
ISHARES TR shareholders Q2 2016
NameSharesValueWeighting ↓
Curbstone Financial Management Corp 21,910$613,2610.14%
CHEMUNG CANAL TRUST CO 21,067$589,6640.12%
Fifth Third Wealth Advisors LLC 9,943$278,3050.09%
Fragasso Group Inc. 30,863$863,8570.08%
Lowe Wealth Advisors, LLC 2,410$67,4560.03%
Anchor Investment Management, LLC 5,325$149,0610.02%
Versant Capital Management, Inc 1,489$41,6770.01%
ST GERMAIN D J CO INC 820$22,9520.00%
View complete list of ISHARES TR shareholders