Stratos Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is TECB and the CUSIP is 46436E502. A total of 20 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Stratos Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$483,232
+21.0%
13,221
+25.3%
0.03%
+14.3%
Q2 2023$399,368
+12.1%
10,554
-1.5%
0.03%
+3.7%
Q1 2023$356,235
+20.0%
10,720
-1.4%
0.03%
+8.0%
Q4 2022$296,977
+4.9%
10,870
+0.4%
0.02%
-16.7%
Q3 2022$283,000
-5.7%
10,828
+1.5%
0.03%
+11.1%
Q2 2022$300,000
-19.8%
10,669
+4.1%
0.03%
-10.0%
Q1 2022$374,000
-14.2%
10,246
-1.6%
0.03%
-3.2%
Q4 2021$436,000
-7.4%
10,417
-9.1%
0.03%
-22.5%
Q3 2021$471,000
-2.7%
11,466
-5.1%
0.04%
-7.0%
Q2 2021$484,000
+12.8%
12,077
-0.4%
0.04%
-6.5%
Q1 2021$429,000
-9.3%
12,130
-9.8%
0.05%
-29.2%
Q4 2020$473,000
+40.4%
13,451
+28.0%
0.06%
-20.7%
Q3 2020$337,00010,5100.08%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Financial Engines Advisors L.L.C. 6,096,896$222,981,8320.59%
Consolidated Planning Corp 39,966$1,460,7570.32%
SHEETS SMITH WEALTH MANAGEMENT 57,244$2,092,2800.32%
Austin Wealth Management, LLC 22,793$911,5130.28%
BRASADA CAPITAL MANAGEMENT, LP 12,330$460,9950.11%
Sigma Planning Corp 41,528$1,517,8580.06%
Avestar Capital, LLC 8,921$326,2700.05%
Stratos Wealth Advisors, LLC 13,221$483,2320.03%
Ancora Advisors LLC 12,973$474,1630.01%
Tower Research Capital LLC (TRC) 7,360$269,0080.01%
View complete list of ISHARES TR shareholders