Stratos Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 627 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.17 and the average weighting 0.7%.

Quarter-by-quarter ownership
Stratos Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$738,425
-58.9%
33,503
-57.3%
0.05%
-61.4%
Q2 2023$1,797,006
-34.0%
78,471
-32.6%
0.13%
-39.2%
Q1 2023$2,721,069
+178.6%
116,384
+170.7%
0.21%
+158.0%
Q4 2022$976,834
-56.1%
42,994
-56.0%
0.08%
-65.4%
Q3 2022$2,223,000
-25.9%
97,660
-22.1%
0.23%
-14.0%
Q2 2022$2,998,000
-62.6%
125,438
-61.0%
0.27%
-58.2%
Q1 2022$8,022,000
-0.2%
322,044
+6.9%
0.65%
+12.4%
Q4 2021$8,038,000
+2.2%
301,265
+1.6%
0.58%
-13.8%
Q3 2021$7,867,000
-27.5%
296,514
-27.4%
0.67%
-30.1%
Q2 2021$10,857,000
+51.9%
408,155
+49.5%
0.96%
+26.6%
Q1 2021$7,149,000
+30.6%
272,983
+35.9%
0.76%
+0.7%
Q4 2020$5,472,000
+96.1%
200,874
+101.1%
0.75%
+10.9%
Q3 2020$2,791,000
+65.5%
99,864
+65.8%
0.68%
+31.5%
Q2 2020$1,686,000
+787.4%
60,243
+786.8%
0.52%
+283.0%
Q1 2020$190,000
-51.8%
6,793
-55.3%
0.14%
-39.5%
Q4 2019$394,000
-1.3%
15,184
+0.1%
0.22%
+45.8%
Q3 2019$399,000
-15.6%
15,166
-17.2%
0.15%
-19.0%
Q2 2019$473,000
+7.7%
18,318
+5.3%
0.19%
-20.3%
Q1 2019$439,00017,3980.24%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 534,175$11,773,22418.39%
Hoese & Co LLP 765,533$16,864,57617.28%
Heirloom Wealth Management 1,591,598$35,078,82015.59%
Nationwide Fund Advisors 5,761,302$126,979,09613.88%
Fund Evaluation Group, LLC 5,855,554$129,05611.47%
ERTS Wealth Advisors, LLC 2,119,842$46,721,31511.25%
Crane Advisory, LLC 1,895,834$41,641,99510.44%
COOK WEALTH MANAGEMENT GROUP LLC 620,159$13,519,46610.37%
ACCESS FINANCIAL SERVICES, INC. 757,595$16,697,39410.00%
Spectrum Asset Management, Inc. (NB/CA) 785,340$17,308,9009.09%
View complete list of ISHARES TR shareholders