Stratos Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 139 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Stratos Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,951,891
+105.4%
164,456
+109.4%
0.26%
+91.9%
Q2 2023$1,923,991
+90.2%
78,530
+93.6%
0.14%
+74.4%
Q1 2023$1,011,745
+15.5%
40,567
+12.5%
0.08%
+6.8%
Q4 2022$875,65036,0490.07%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
4Thought Financial Group Inc. 120,844$3,183,0002.82%
PFG Private Wealth Management, LLC 182,410$4,805,0002.47%
Legacy CG, LLC 120,746$3,180,0002.07%
Peloton Wealth Strategists 163,000$4,293,0001.79%
Matthew Goff Investment Advisor, LLC 265,620$6,996,0001.64%
SIGMA INVESTMENT COUNSELORS INC 784,781$20,671,0001.48%
Signature Wealth Management Group 108,488$2,858,0001.29%
Bradley & Co. Private Wealth Management, LLC 39,888$1,051,0000.90%
Praetorian Wealth Management, Inc. 85,563$2,253,0000.77%
Guidance Point Advisors, LLC 48,387$1,872,0000.71%
View complete list of ISHARES TR shareholders