Stratos Wealth Partners, LTD. - ISHARES TR ownership

ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 116 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Stratos Wealth Partners, LTD. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,306,827
-1.6%
22,316
+1.5%
0.05%
-5.7%
Q2 2023$2,344,610
+29.2%
21,986
+17.9%
0.05%
+10.4%
Q1 2023$1,814,734
+8.8%
18,649
+0.6%
0.05%
+14.3%
Q4 2022$1,668,404
+6.0%
18,5440.0%0.04%
-4.5%
Q3 2022$1,574,000
-2.6%
18,544
+3.0%
0.04%
+7.3%
Q2 2022$1,616,000
-30.1%
17,997
-15.8%
0.04%
-21.2%
Q1 2022$2,311,000
-5.2%
21,3820.0%0.05%
-3.7%
Q4 2021$2,437,000
+10.6%
21,3820.0%0.05%
-3.6%
Q3 2021$2,203,000
+5.0%
21,382
+4.8%
0.06%
+7.7%
Q2 2021$2,098,000
+5.4%
20,403
-2.9%
0.05%
-5.5%
Q1 2021$1,990,000
+45.3%
21,004
+38.4%
0.06%
+34.1%
Q4 2020$1,370,000
+11.2%
15,1780.0%0.04%
+2.5%
Q3 2020$1,232,000
+12.9%
15,178
+3.0%
0.04%
+2.6%
Q2 2020$1,091,000
+1.2%
14,732
-15.9%
0.04%
-20.4%
Q1 2020$1,078,00017,5160.05%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Strategic Equity Management 424,830$48,414,00015.14%
Gilbert & Cook, Inc. 456,454$52,017,0008.37%
WFA Asset Management Corp 105,074$11,974,2187.81%
FIRST CITIZENS BANK & TRUST CO 1,566,239$178,489,0006.98%
DOHJ, LLC 114,379$13,035,0005.83%
Aspire Wealth Management Corp 36,088$4,113,0003.33%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 39,320$4,481,0002.51%
Grant Street Asset Management, Inc. 33,573$3,826,0002.02%
CREATIVE FINANCIAL DESIGNS INC /ADV 112,283$12,796,0001.93%
Compton Wealth Advisory Group, LLC 24,342$2,774,0001.19%
View complete list of ISHARES TR shareholders