Stratos Investment Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 635 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
Stratos Investment Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$421,704
-1.7%
5,837
+2.0%
0.06%
-4.5%
Q2 2023$429,190
+9.9%
5,722
+4.8%
0.07%0.0%
Q1 2023$390,634
+4.9%
5,462
+0.2%
0.07%
-1.5%
Q4 2022$372,327
+8.9%
5,451
+0.3%
0.07%
-2.9%
Q3 2022$342,000
-38.7%
5,432
-38.0%
0.07%
-34.9%
Q2 2022$558,000
-14.7%
8,758
+3.5%
0.11%
-2.8%
Q1 2022$654,000
-9.3%
8,458
+0.1%
0.11%
-4.4%
Q4 2021$721,000
+7.8%
8,451
+0.0%
0.11%
-1.7%
Q3 2021$669,0008,4470.12%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
PIERSHALE FINANCIAL GROUP, INC. 99,800$23,870,00013.73%
Capital Directions Investment Advisors, LLC 101,320$24,234,0009.17%
Broadview Financial Management, LLC 34,407$8,230,0006.93%
Pensionmark Financial Group, LLC 80,684$19,298,0006.60%
Hudson Capital Management LLC 50,649$12,097,511,0005.91%
Ifrah Financial Services, Inc. 58,893$14,086,0005.06%
SMITH SHELLNUT WILSON LLC /ADV 2,965$12,396,0004.63%
Centerpoint Advisors, LLC 25,386$6,072,0004.57%
Salomon & Ludwin, LLC 86,737$20,746,0004.32%
First Citizens Financial Corp 17,475$4,180,0004.14%
View complete list of ISHARES TR shareholders