Stratos Investment Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 452 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Stratos Investment Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$216,000
-4.8%
1,968
-4.7%
0.04%
+2.3%
Q2 2022$227,000
-3.4%
2,064
-3.0%
0.04%
+10.3%
Q1 2022$235,000
-14.9%
2,128
-15.0%
0.04%
-9.3%
Q4 2021$276,000
-10.4%
2,503
-10.3%
0.04%
-20.4%
Q3 2021$308,000
-1.3%
2,791
-1.3%
0.05%
-37.2%
Q2 2021$312,000
-0.3%
2,827
-0.0%
0.09%
-13.1%
Q1 2021$313,000
-4.3%
2,828
-4.3%
0.10%
-3.9%
Q4 2020$327,000
+0.3%
2,956
+0.3%
0.10%
-12.7%
Q3 2020$326,000
+50.2%
2,947
+50.1%
0.12%
+28.3%
Q2 2020$217,000
-0.5%
1,963
+0.1%
0.09%
-20.7%
Q1 2020$218,000
+5.3%
1,962
+4.5%
0.12%
+20.8%
Q4 2019$207,0001,8780.10%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
PEAVINE CAPITAL, LLC 1,887,881$208,139,00040.60%
Cornerstone Retirement Group, Inc. 1,827,938$201,465,00037.83%
Divergent Wealth Advisors 697,638$76,915,00015.95%
Titan Capital Management, LLC /TX 143,194$15,787,00015.87%
Milliman Financial Risk Management LLC 9,597,047$1,058,074,00013.75%
AGILIS PARTNERS LLC 175,749$19,376,0009.69%
Reliant Wealth Planning 159,554$17,591,0008.70%
Estate Counselors, LLC 579,530$63,893,0008.31%
AFFINIA FINANCIAL GROUP, LLC 93,744$10,332,0007.91%
QUATTRO FINANCIAL ADVISORS LLC 190,873$21,044,0007.09%
View complete list of ISHARES TR shareholders