Stratos Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 441 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Stratos Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$221,605
-2.1%
5,346
-1.6%
0.02%
-5.9%
Q1 2023$226,386
-66.3%
5,431
-67.0%
0.02%
-69.6%
Q4 2022$672,344
+68.5%
16,442
+67.1%
0.06%
+55.6%
Q2 2022$399,000
-5.9%
9,840
+2.0%
0.04%
+5.9%
Q1 2022$424,000
-8.8%
9,643
-6.1%
0.03%
+3.0%
Q4 2021$465,000
-4.7%
10,264
-3.9%
0.03%
-21.4%
Q3 2021$488,000
-17.3%
10,679
-16.6%
0.04%
-19.2%
Q2 2021$590,000
-11.3%
12,803
-11.8%
0.05%
-26.8%
Q1 2021$665,000
-66.4%
14,512
-66.7%
0.07%
-74.0%
Q4 2020$1,981,000
+144.3%
43,596
+136.2%
0.27%
+37.9%
Q3 2020$811,000
+88.6%
18,454
+84.0%
0.20%
+50.0%
Q2 2020$430,000
+163.8%
10,030
+151.9%
0.13%
+14.8%
Q1 2020$163,0003,9810.12%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Liberty Mutual Group Asset Management Inc. 3,070,354$127,97229.02%
KilterHowling LLC 351,015$14,630,29414.27%
DELPHI FINANCIAL GROUP, INC. 607,950$25,339,35612.49%
Mader & Shannon Wealth Management, Inc. 441,347$18,395,34312.13%
RETIREMENT FINANCIAL SOLUTIONS, LLC 341,117$14,217,75511.30%
Thrive Capital Management, LLC 211,453$8,735,1435.51%
FINANCIAL ADVISORY PARTNERS, LLC 315,286$13,141,1205.20%
Financial Strategies Group, Inc. 321,271$13,390,5755.16%
Powers Advisory Group, LLC 161,109$6,715,0054.69%
Sound Income Strategies, LLC 1,013,376$42,237,5114.59%
View complete list of ISHARES TR shareholders