Stratos Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 449 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.

Quarter-by-quarter ownership
Stratos Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$1,767,984
-31.2%
65,095
-43.0%
0.15%
-45.6%
Q3 2022$2,571,000
-34.4%
114,126
-20.9%
0.27%
-23.9%
Q2 2022$3,918,000
+46.2%
144,241
+70.9%
0.36%
+62.8%
Q1 2022$2,680,000
-24.6%
84,387
-26.0%
0.22%
-14.8%
Q4 2021$3,554,000
+40.5%
113,992
+13.2%
0.26%
-67.0%
Q2 2020$2,529,000
+84200.0%
100,694
+89805.4%
0.78%
+38650.0%
Q1 2020$3,0001120.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Eagle Bluffs Wealth Management LLC 348,672$9,033,4916.94%
FORTE ASSET MANAGEMENT LLC 335,587$8,694,5385.84%
COWA, LLC 305,044$7,749,5575.23%
Gunma Bank,Ltd. 246,000$6,2484.55%
Johnson & White Wealth Management, LLC 181,695$4,6154.17%
Fountainhead AM, LLC 470,482$11,950,2304.16%
Operose Advisors LLC 371,519$9,436,5783.74%
GDS Wealth Management 859,564$21,832,9263.43%
Kerntke Otto McGlone Wealth Management Group 127,836$3,247,0593.35%
Key Bridge Compliance, LLC 398,018$10,109,6453.16%
View complete list of ISHARES TR shareholders