Stratos Wealth Partners, LTD. - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 564 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Stratos Wealth Partners, LTD. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,576,933
+208.6%
116,920
+220.6%
0.06%
+189.5%
Q2 2023$835,066
-12.1%
36,465
-10.3%
0.02%
-24.0%
Q1 2023$950,318
-37.9%
40,646
-39.7%
0.02%
-35.9%
Q4 2022$1,531,438
-1.2%
67,404
-1.0%
0.04%
-9.3%
Q3 2022$1,550,000
+23.5%
68,095
+29.7%
0.04%
+34.4%
Q2 2022$1,255,000
-2.7%
52,506
+1.4%
0.03%
+10.3%
Q1 2022$1,290,000
+17.9%
51,774
+26.3%
0.03%
+20.8%
Q4 2021$1,094,000
-1.9%
40,998
-2.4%
0.02%
-14.3%
Q3 2021$1,115,000
+4.4%
42,013
+4.6%
0.03%
+3.7%
Q2 2021$1,068,000
+28.4%
40,149
+26.4%
0.03%
+17.4%
Q1 2021$832,000
-19.7%
31,775
-16.4%
0.02%
-25.8%
Q4 2020$1,036,000
-77.5%
38,023
-76.9%
0.03%
-79.5%
Q3 2020$4,603,000
+89.3%
164,684
+89.6%
0.15%
+73.6%
Q2 2020$2,431,000
+81.8%
86,862
+82.0%
0.09%
+42.6%
Q1 2020$1,337,000
+155.2%
47,739
+136.3%
0.06%
+190.5%
Q4 2019$524,000
+57.4%
20,205
+59.7%
0.02%
+50.0%
Q3 2019$333,000
+43.5%
12,648
+40.9%
0.01%
+40.0%
Q2 2019$232,000
+93.3%
8,975
+82.8%
0.01%
+100.0%
Q3 2018$120,000
+93.5%
4,911
+97.0%
0.01%
+66.7%
Q1 2018$62,000
-29.5%
2,493
-28.7%
0.00%
-25.0%
Q4 2017$88,0003,4960.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 3,610,117$89,134,0009.03%
PARK AVENUE SECURITIES LLC 1,152,200$28,459,0006.31%
Relative Value Partners Group, LLC 1,206,594$29,791,0003.30%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 17,407,995$429,803,0003.28%
SUNTRUST BANKS INC 21,085,683$520,605,0002.91%
CADINHA & CO LLC 554,998$13,703,0002.76%
Lenox Wealth Management, Inc. 275,512$6,802,0002.19%
LVZ, Inc. 308,724$7,622,0002.07%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 410,617$10,138,0001.78%
Allegis Investment Advisors, LLC 229,454$5,665,0001.74%
View complete list of ISHARES TR shareholders