Stratos Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMP and the CUSIP is 46435U283. A total of 1 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Stratos Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$264,164
-2.3%
10,7910.0%0.02%
-10.5%
Q2 2023$270,476
-1.6%
10,7910.0%0.02%
-9.5%
Q1 2023$274,739
+31.6%
10,791
+29.6%
0.02%
+23.5%
Q4 2022$208,7498,3250.02%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Heartwood Wealth Advisors LLC 544,789$13,287,0002.30%
Praetorian Wealth Management, Inc. 171,812$4,190,0001.57%
Virginia National Bank 12,351$301,0000.96%
Gateway Advisory, LLC 108,727$2,652,0000.66%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 514,120$12,539,0000.54%
BRR OpCo, LLC 153,995$3,756,0000.46%
Prism Advisors, Inc. 44,715$1,091,0000.44%
SENTINEL PENSION ADVISORS INC 45,252$1,104,0000.38%
Royal Harbor Partners, LLC 21,364$521,0000.36%
Signature Wealth Management Group 27,604$673,0000.34%
View complete list of ISHARES TR shareholders