Stratos Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 718 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.5%.

Quarter-by-quarter ownership
Stratos Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$459,124
-30.7%
5,145
-26.2%
0.03%
-36.2%
Q2 2023$662,966
+36.7%
6,971
+34.5%
0.05%
+27.0%
Q1 2023$484,999
-26.7%
5,182
-28.5%
0.04%
-32.7%
Q4 2022$661,858
+10.7%
7,248
-0.0%
0.06%
-12.7%
Q3 2022$598,000
-72.3%
7,249
-70.1%
0.06%
-67.9%
Q2 2022$2,157,000
+662.2%
24,231
+777.9%
0.20%
+752.2%
Q1 2022$283,000
-16.3%
2,760
-14.6%
0.02%
-4.2%
Q4 2021$338,000
+12.3%
3,231
+8.2%
0.02%
-7.7%
Q3 2021$301,000
-6.2%
2,985
-2.0%
0.03%
-7.1%
Q2 2021$321,000
+5.9%
3,046
+1.4%
0.03%
-12.5%
Q1 2021$303,000
+32.3%
3,004
+6.8%
0.03%0.0%
Q4 2020$229,000
+95.7%
2,812
+141.0%
0.03%
-61.4%
Q1 2020$117,0001,1670.08%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 849,049$89,515,00016.08%
Portfolio Solutions, LLC 1,318,891$134,197,00015.64%
Johnson Midwest Financial, LLC 150,019$15,816,00015.56%
Palisades Hudson Asset Management, L.P. 308,210$32,495,00014.51%
PIERSHALE FINANCIAL GROUP, INC. 289,788$30,552,00012.03%
Barber Financial Group, Inc. 532,750$56,168,0007.64%
Probity Advisors, Inc. 277,937$29,303,0006.17%
Camarda Financial Advisors, LLC 89,480$9,434,0005.83%
SAX WEALTH ADVISORS, LLC 156,044$16,452,0005.64%
Sterling Financial Planning, Inc. 79,647$8,397,0005.45%
View complete list of ISHARES TR shareholders