Stratos Wealth Partners, LTD. - ISHARES TR ownership

ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 247 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Stratos Wealth Partners, LTD. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$415,811
-1.9%
10,681
+1.8%
0.01%
-10.0%
Q2 2023$423,860
-0.0%
10,489
-1.4%
0.01%
-9.1%
Q1 2023$423,871
+3.4%
10,634
-1.4%
0.01%
+10.0%
Q4 2022$409,824
+3.8%
10,782
+0.0%
0.01%
-9.1%
Q3 2022$395,000
-30.7%
10,779
-26.3%
0.01%
-21.4%
Q2 2022$570,000
-16.1%
14,618
-7.6%
0.01%
-6.7%
Q1 2022$679,000
-8.9%
15,813
-3.5%
0.02%
-6.2%
Q4 2021$745,000
+3.2%
16,386
+1.5%
0.02%
-11.1%
Q3 2021$722,000
+2.1%
16,141
+2.8%
0.02%0.0%
Q2 2021$707,000
+7.4%
15,695
+3.9%
0.02%0.0%
Q1 2021$658,000
+0.8%
15,1070.0%0.02%
-5.3%
Q4 2020$653,000
+13.6%
15,107
+7.9%
0.02%0.0%
Q3 2020$575,000
-4.3%
13,997
-7.1%
0.02%
-9.5%
Q2 2020$601,000
+36.0%
15,065
+25.3%
0.02%
+5.0%
Q1 2020$442,000
-33.1%
12,023
-27.0%
0.02%
-23.1%
Q4 2019$661,000
-63.8%
16,473
-67.8%
0.03%
-72.3%
Q4 2018$1,826,000
+4247.6%
51,170
+4468.8%
0.09%
+4600.0%
Q3 2018$42,0000.0%1,1200.0%0.00%0.0%
Q1 2018$42,000
-46.8%
1,120
-45.9%
0.00%
-50.0%
Q4 2017$79,000
-94.0%
2,070
-94.5%
0.00%
-97.6%
Q2 2015$1,325,000
-1.1%
37,5800.0%0.17%
+6.9%
Q1 2015$1,340,000
-44.9%
37,580
-45.6%
0.16%
-63.6%
Q4 2014$2,430,00069,1050.44%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Weaver Consulting Group 184,080$7,952,0004.96%
IronBridge Private Wealth, LLC 115,465$4,988,0003.69%
RESTON WEALTH MANAGEMENT LLC 130,445$5,635,0003.20%
Beacon Financial Advisory LLC 107,915$4,661,0003.03%
TIEDEMANN ADVISORS, LLC 1,408,391$60,839,0002.94%
ARQ WEALTH ADVISORS, LLC 107,906$4,662,0002.93%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 173,998$7,517,0002.85%
Thrive Capital Management, LLC 57,340$2,477,0002.64%
FURE FINANCIAL CORP 71,088$3,071,0002.18%
Trilogy Capital Inc. 532,533$23,005,0001.88%
View complete list of ISHARES TR shareholders