Stratos Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 229 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.56 and the average weighting 0.2%.

Quarter-by-quarter ownership
Stratos Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$335,967
-0.6%
2,172
+1.5%
0.02%
-8.3%
Q2 2023$338,031
+20.9%
2,139
+15.5%
0.02%
+9.1%
Q1 2023$279,701
-16.2%
1,852
-12.6%
0.02%
-21.4%
Q4 2022$333,950
-11.2%
2,120
-20.5%
0.03%
-30.0%
Q3 2022$376,000
-62.7%
2,665
-52.4%
0.04%
-51.2%
Q1 2022$1,009,000
-16.4%
5,596
-10.5%
0.08%
-5.7%
Q4 2021$1,207,000
-5.7%
6,250
-8.1%
0.09%
-20.2%
Q3 2021$1,280,000
+28.0%
6,800
+26.0%
0.11%
+23.9%
Q2 2021$1,000,000
+27.6%
5,397
+17.9%
0.09%
+6.0%
Q1 2021$784,000
-14.4%
4,579
-25.0%
0.08%
-34.1%
Q4 2020$916,000
+33.7%
6,103
+8.7%
0.13%
-24.6%
Q3 2020$685,000
+19.1%
5,616
+16.7%
0.17%
-5.1%
Q2 2020$575,000
+1269.0%
4,814
+1074.1%
0.18%
+486.7%
Q1 2020$42,0004100.03%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Annex Advisory Services, LLC 610,214$114,834,0009.39%
Kozak & Associates, Inc. 77,484$15,597,0009.22%
Wealthgate Family Office, LLC 21,919$4,125,0006.34%
RiverFront Investment Group, LLC 573,443$107,910,0003.60%
Diversified, LLC 27,250$5,128,0002.73%
SPC Financial, Inc. 103,208$19,422,0002.41%
WestEnd Advisors, LLC 379,382$71,392,104,0002.15%
Quantitative Advantage, LLC 61,385$11,551,0001.96%
ARKANSAS FINANCIAL GROUP, INC. 41,647$7,837,0001.72%
Kesler, Norman & Wride, LLC 37,628$7,081,0001.67%
View complete list of ISHARES TR shareholders