Stratos Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMN and the CUSIP is 46435U432. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Stratos Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$298,407
+4.2%
11,442
+5.3%
0.02%0.0%
Q2 2023$286,288
-1.0%
10,8710.0%0.02%
-9.1%
Q1 2023$289,277
+39.7%
10,871
+38.5%
0.02%
+29.4%
Q4 2022$207,0317,8510.02%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
SENTINEL PENSION ADVISORS INC 41,282$1,116,0000.54%
Roof Eidam Maycock Peralta, LLC 37,600$1,017,0000.43%
Peloton Wealth Strategists 18,000$487,0000.40%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 179,594$4,856,0000.39%
Covington Investment Advisors Inc. 35,302$955,0000.36%
BCS Wealth Management 14,037$380,0000.27%
Estate Counselors, LLC 58,550$1,583,0000.26%
WRAPMANAGER INC 14,269$386,0000.17%
Capital Directions Investment Advisors, LLC 12,573$340,0000.14%
Altium Wealth Management LLC 29,005$784,0000.11%
View complete list of ISHARES TR shareholders