Stratos Investment Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 714 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.40 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 2023
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 2,441,600$183,12013.26%
Broadview Financial Management, LLC 109,879$8,240,9267.04%
Main Management LLC 833,605$62,5206.35%
Sterling Financial Planning, Inc. 159,307$11,948,0545.92%
Corundum Trust Company, INC 27,292$2,046,9005.60%
Hudson Capital Management LLC 178,571$13,392,8145.15%
Pensionmark Financial Group, LLC 353,480$26,510,9795.13%
Smith Anglin Financial, LLC 529,580$39,718,5294.82%
JSF Financial, LLC 179,477$13,460,7604.76%
Willis Johnson & Associates, Inc. 564,418$42,331,3304.51%
View complete list of ISHARES TR shareholders