Stratos Wealth Partners, LTD. - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 527 filers reported holding ISHARES TR in Q3 2023. 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$1,860,497
-14.0%
38,360
+0.1%
0.04%
-18.4%
Q2 2023$2,162,641
+12.9%
38,303
+7.9%
0.05%
-3.9%
Q1 2023$1,916,024
-17.5%
35,495
-19.7%
0.05%
-13.6%
Q4 2022$2,323,322
+6.1%
44,194
-4.8%
0.06%
-3.3%
Q3 2022$2,190,000
-15.1%
46,414
-9.3%
0.06%
-6.2%
Q2 2022$2,580,000
-16.6%
51,159
+0.8%
0.06%
-5.8%
Q1 2022$3,095,000
-15.0%
50,773
-8.1%
0.07%
-14.8%
Q4 2021$3,640,000
+0.7%
55,274
-4.0%
0.08%
-12.0%
Q3 2021$3,615,000
+0.8%
57,584
+480.0%
0.09%
+3.4%
Q2 2021$3,585,000
+1.8%
9,928
-6.9%
0.09%
-8.2%
Q1 2021$3,522,000
-8.3%
10,661
-9.2%
0.10%
-14.9%
Q4 2020$3,842,000
+32.4%
11,739
+21.2%
0.11%
+20.0%
Q3 2020$2,901,000
-1.5%
9,683
-12.9%
0.10%
-9.5%
Q2 2020$2,945,000
+24.8%
11,122
+6.2%
0.10%
-2.8%
Q1 2020$2,360,000
-10.5%
10,472
+5.0%
0.11%
+3.8%
Q4 2019$2,637,000
+31.1%
9,978
+22.6%
0.10%
+19.5%
Q3 2019$2,012,000
+17.4%
8,136
+14.3%
0.09%
+17.6%
Q2 2019$1,714,000
+0.4%
7,119
-3.4%
0.07%
-3.9%
Q1 2019$1,707,000
+61.0%
7,371
+38.9%
0.08%
+40.0%
Q4 2018$1,060,000
-6.8%
5,307
+6.2%
0.06%
+7.8%
Q3 2018$1,137,000
+7.9%
4,998
-4.8%
0.05%
+8.5%
Q2 2018$1,054,000
+6.2%
5,251
-2.1%
0.05%
+11.9%
Q1 2018$992,000
+5.3%
5,362
-1.2%
0.04%0.0%
Q4 2017$942,000
+16.3%
5,427
+12.0%
0.04%
+10.5%
Q3 2017$810,000
+109.8%
4,847
+109.3%
0.04%
+90.0%
Q2 2017$386,000
+80.4%
2,316
+63.9%
0.02%
+66.7%
Q1 2017$214,0001,4130.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 25,386$7,359,0008.04%
LUCAS CAPITAL MANAGEMENT 16,552$4,382,0006.00%
OGOREK ANTHONY JOSEPH /NY/ /ADV 30,800$8,155,0005.77%
CUMBERLAND ADVISORS INC 55,959$14,816,0005.61%
BANK HAPOALIM BM 86,167$22,815,0005.34%
Baltimore-Washington Financial Advisors, Inc. 34,864$35,681,0004.91%
PURA VIDA INVESTMENTS, LLC 188,000$49,777,0004.79%
Holistic Financial Partners 20,561$5,444,0004.70%
Cavalier Investments, LLC 30,647$8,114,0004.69%
J Arnold Wealth Management Co 19,562$5,179,0004.34%
View complete list of ISHARES TR shareholders