Stratos Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 384 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.

Quarter-by-quarter ownership
Stratos Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$252,298
-19.7%
5,426
-32.1%
0.02%
-36.4%
Q3 2022$314,000
-69.7%
7,992
-70.6%
0.03%
-64.9%
Q2 2022$1,038,000
-22.5%
27,227
-16.8%
0.09%
-13.8%
Q1 2022$1,339,000
+42.0%
32,733
+4.5%
0.11%
+60.3%
Q4 2021$943,000
+19.2%
31,326
+11.9%
0.07%0.0%
Q3 2021$791,000
+10.6%
28,003
+13.9%
0.07%
+7.9%
Q2 2021$715,000
+840.8%
24,575
+393.3%
0.06%
+16.7%
Q1 2020$76,000
-83.5%
4,982
-65.4%
0.05%
-79.4%
Q4 2019$462,000
-11.8%
14,382
-12.9%
0.26%
+31.0%
Q3 2019$524,000
-18.1%
16,512
-11.3%
0.20%
-21.6%
Q2 2019$640,000
-4.5%
18,606
+0.0%
0.26%
-29.6%
Q1 2019$670,000
+15.7%
18,598
+0.0%
0.36%
-6.2%
Q4 2018$579,00018,5910.39%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Outlook Wealth Advisors, LLC 297,249$11,331,0004.64%
Dentgroup LLC 84,624$3,226,0003.59%
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 300,000$11,436,0003.09%
Williams Financial, LLC 98,312$3,748,0003.05%
AVAII WEALTH MANAGEMENT, LLC 72,378$2,759,0002.95%
Bernardo Wealth Planning LLC 120,678$4,600,0002.63%
Buttonwood Financial Group, LLC 60,179$2,275,0002.23%
SPC Financial, Inc. 460,559$17,557,0002.17%
EQ LLC 64,473$2,458,0001.94%
First Citizens Financial Corp 44,630$1,701,0001.50%
View complete list of ISHARES TR shareholders