Stratos Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 527 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.68 and the average weighting 0.3%.

Quarter-by-quarter ownership
Stratos Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$703,820
+15.7%
14,511
+25.4%
0.05%
-9.8%
Q4 2022$608,459
+4.4%
11,574
-6.3%
0.05%
-16.4%
Q3 2022$583,000
+20.2%
12,355
+28.6%
0.06%
+38.6%
Q2 2022$485,000
-63.1%
9,610
-55.5%
0.04%
-58.9%
Q1 2022$1,315,000
-13.7%
21,578
-6.7%
0.11%
-2.7%
Q4 2021$1,523,000
+15.2%
23,128
+9.9%
0.11%
-2.7%
Q3 2021$1,322,000
+3.8%
21,054
+497.1%
0.11%0.0%
Q2 2021$1,273,000
-8.2%
3,526
-16.0%
0.11%
-23.1%
Q1 2021$1,387,000
-4.8%
4,198
-5.7%
0.15%
-26.9%
Q4 2020$1,457,000
+207.4%
4,450
+181.3%
0.20%
+74.8%
Q3 2020$474,000
+102.6%
1,582
+79.4%
0.12%
+59.7%
Q2 2020$234,000
+3800.0%
882
+3292.3%
0.07%
+1700.0%
Q1 2020$6,000260.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 25,386$7,359,0008.04%
LUCAS CAPITAL MANAGEMENT 16,552$4,382,0006.00%
OGOREK ANTHONY JOSEPH /NY/ /ADV 30,800$8,155,0005.77%
CUMBERLAND ADVISORS INC 55,959$14,816,0005.61%
BANK HAPOALIM BM 86,167$22,815,0005.34%
Baltimore-Washington Financial Advisors, Inc. 34,864$35,681,0004.91%
PURA VIDA INVESTMENTS, LLC 188,000$49,777,0004.79%
Holistic Financial Partners 20,561$5,444,0004.70%
Cavalier Investments, LLC 30,647$8,114,0004.69%
J Arnold Wealth Management Co 19,562$5,179,0004.34%
View complete list of ISHARES TR shareholders