Stratos Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMO and the CUSIP is 46435U259. A total of 116 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Stratos Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$649,140
+0.6%
26,164
+2.1%
0.04%
-6.5%
Q2 2023$645,025
-1.3%
25,616
+0.1%
0.05%
-8.0%
Q1 2023$653,641
+41.3%
25,602
+39.5%
0.05%
+28.2%
Q4 2022$462,69518,3530.04%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 224,345$5,565,9991.77%
Virginia National Bank 13,639$338,3831.54%
Newman Dignan & Sheerar, Inc. 110,401$2,739,0430.90%
BLUE SQUARE ASSET MANAGEMENT, LLC 44,300$1,099,0830.81%
WJ Wealth Management, LLC 47,037$1,166,9890.57%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 652,110$16,178,8490.56%
Granite Harbor Advisors, Inc. 26,956$668,7780.54%
Royal Harbor Partners, LLC 37,287$925,0900.48%
Atwater Malick LLC 43,974$1,090,9950.48%
Evergreen Wealth Solutions, LLC 19,002$471,4380.48%
View complete list of ISHARES TR shareholders