Stratos Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 367 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Stratos Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$392,771
+2.1%
7,796
+2.0%
0.03%
-3.7%
Q2 2023$384,594
-85.1%
7,646
-85.2%
0.03%
-90.1%
Q3 2022$2,582,000
-2.1%
51,621
-2.1%
0.27%
+13.8%
Q2 2022$2,638,000
+25.4%
52,719
+25.6%
0.24%
+39.8%
Q1 2022$2,104,000
-7.0%
41,963
-6.6%
0.17%
+4.9%
Q4 2021$2,263,000
-32.4%
44,919
-32.2%
0.16%
-43.0%
Q3 2021$3,348,000
-4.9%
66,298
-4.9%
0.29%
-8.3%
Q2 2021$3,522,000
+144.9%
69,715
+144.9%
0.31%
+103.9%
Q1 2021$1,438,000
-13.0%
28,464
-13.0%
0.15%
-32.9%
Q4 2020$1,653,000
+248.7%
32,712
+249.3%
0.23%
+98.3%
Q3 2020$474,000
+15.6%
9,366
+15.5%
0.12%
-8.7%
Q2 2020$410,000
-84.8%
8,107
-84.9%
0.13%
-87.8%
Q3 2019$2,703,000
-6.7%
53,644
-6.8%
1.03%
-33.9%
Q1 2019$2,896,000
+259.8%
57,566
+258.2%
1.56%
+191.4%
Q4 2018$805,00016,0720.54%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
ACUTE INVESTMENT ADVISORY, LLC 840,540$42,346,40525.44%
Tempus Wealth Planning, LLC 695,089$35,018,60717.56%
Braun-Bostich & Associates Inc. 119,192$6,004,89311.20%
TFB Advisors LLC 134,270$6,764,5238.22%
Capital Advantage, Inc. 741,437$37,353,5918.01%
SIGNATUREFD, LLC 5,557,959$280,009,9507.29%
WIN ADVISORS, INC 266,749$13,438,8326.58%
Winthrop Advisory Group LLC 745,060$37,536,1446.16%
Diversified Portfolios, Inc. 635,087$31,995,6596.04%
Cynosure Group, LLC 369,524$18,616,5855.71%
View complete list of ISHARES TR shareholders