Stratos Wealth Partners, LTD. - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 218 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.68 and the average weighting 0.3%.

Quarter-by-quarter ownership
Stratos Wealth Partners, LTD. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$610,510
+9.3%
12,700
+13.9%
0.01%0.0%
Q2 2023$558,538
+128.2%
11,150
+123.8%
0.01%
+116.7%
Q4 2022$244,736
+5.0%
4,983
+2.8%
0.01%
-14.3%
Q3 2022$233,000
-0.9%
4,846
+5.0%
0.01%
+16.7%
Q2 2022$235,000
-65.2%
4,617
-62.4%
0.01%
-60.0%
Q1 2022$676,000
+167.2%
12,275
+190.4%
0.02%
+150.0%
Q4 2021$253,000
-5.2%
4,227
-4.8%
0.01%
-14.3%
Q3 2021$267,000
-6.3%
4,441
-5.6%
0.01%0.0%
Q2 2021$285,000
+21.3%
4,704
+18.3%
0.01%0.0%
Q1 2021$235,000
-3.7%
3,976
+1.0%
0.01%0.0%
Q4 2020$244,000
+10.9%
3,936
+8.8%
0.01%0.0%
Q3 2020$220,000
+9.5%
3,618
+8.9%
0.01%0.0%
Q2 2020$201,000
+1727.3%
3,323
+3325.8%
0.01%
Q1 2018$11,0000.0%970.0%0.00%
Q4 2017$11,000970.00%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,175,793$59,930,00015.12%
American Family Insurance Mutual Holding Co 2,500,000$127,425,0006.24%
WT Wealth Management 172,927$8,814,0004.35%
Compass Financial Group, Inc. 123,337$6,286,0004.00%
Insight Wealth Partners, LLC 73,319$3,737,0002.81%
Tolleson Wealth Management, Inc. 147,798$7,533,0002.13%
KerberRose Wealth Management, LLC 50,496$2,574,0002.10%
Shelter Mutual Insurance Co 130,000$6,626,0002.01%
IVC Wealth Advisors LLC 43,655$2,225,0001.72%
Avidian Wealth Solutions, LLC 473,746$24,147,0001.71%
View complete list of ISHARES TR shareholders