Stratos Wealth Partners, LTD. - ISHARES TR ownership

ISHARES TR's ticker is ITB and the CUSIP is 464288752. A total of 246 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 1.48 and the average weighting 0.4%.

Quarter-by-quarter ownership
Stratos Wealth Partners, LTD. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$455,430
-50.3%
5,802
-45.9%
0.01%
-52.4%
Q2 2023$916,976
+54.3%
10,732
+9.4%
0.02%
+40.0%
Q4 2022$594,317
+82.9%
9,806
+57.0%
0.02%
+66.7%
Q3 2022$325,000
-33.5%
6,245
-32.9%
0.01%
-25.0%
Q2 2022$489,000
-22.9%
9,309
-13.0%
0.01%
-14.3%
Q1 2022$634,000
-20.4%
10,704
+11.5%
0.01%
-22.2%
Q4 2021$796,000
+24.6%
9,599
-0.6%
0.02%
+12.5%
Q3 2021$639,000
-2.0%
9,654
+2.5%
0.02%0.0%
Q2 2021$652,000
-2.0%
9,418
-3.9%
0.02%
-11.1%
Q1 2021$665,000
+11.2%
9,799
-8.6%
0.02%0.0%
Q4 2020$598,000
+5.1%
10,724
+6.7%
0.02%
-5.3%
Q3 2020$569,000
+18.5%
10,049
-7.5%
0.02%
+11.8%
Q2 2020$480,000
+61.1%
10,869
+5.5%
0.02%
+21.4%
Q1 2020$298,000
-10.0%
10,303
+38.1%
0.01%
+7.7%
Q4 2019$331,000
-0.3%
7,463
-2.5%
0.01%
-7.1%
Q3 2019$332,000
-5.7%
7,658
-16.7%
0.01%
-6.7%
Q2 2019$352,000
+34.9%
9,198
+24.3%
0.02%
+25.0%
Q1 2019$261,000
-5.8%
7,402
-5.5%
0.01%0.0%
Q3 2018$277,000
-25.1%
7,836
-19.3%
0.01%
-29.4%
Q2 2018$370,000
-10.8%
9,710
-7.5%
0.02%0.0%
Q1 2018$415,000
+11.0%
10,499
+22.7%
0.02%0.0%
Q4 2017$374,000
+35.0%
8,557
+12.9%
0.02%
+30.8%
Q3 2017$277,000
+11.7%
7,581
-16.2%
0.01%
-59.4%
Q2 2015$248,000
-13.9%
9,046
-11.3%
0.03%
-5.9%
Q1 2015$288,00010,1950.03%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 238,548$18,723,6336.20%
COTTONWOOD CAPITAL ADVISORS, LLC 46,596$3,657,3533.42%
Riggs Asset Managment Co. Inc. 115,538$9,068,5783.23%
FOCUS Wealth Advisors, LLC 53,284$4,182,2612.90%
Kirkoswald Asset Management LLC 20,000$100,0002.64%
Portfolio Strategies, Inc. 174,103$13,665,0432.63%
Capital Asset Advisory Services LLC 451,624$35,691,8182.44%
SPC Financial, Inc. 238,572$18,725,5162.10%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 29,870$2,385,1682.06%
Eldridge Investment Advisors, Inc. 69,984$5,4931.82%
View complete list of ISHARES TR shareholders