Stratos Investment Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is QLTA and the CUSIP is 46429B291. A total of 117 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Stratos Investment Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$20,635,427
+1.2%
457,751
+5.9%
3.08%
-1.5%
Q2 2023$20,393,898
+10.5%
432,257
+12.0%
3.13%
+0.8%
Q1 2023$18,462,601
+7.9%
385,923
+4.5%
3.11%
+1.6%
Q4 2022$17,116,027369,4773.06%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
STERLING INVESTMENT ADVISORS LLC /ADV 294,525$17,236,00011.42%
Curi Wealth Management, LLC 128,353$7,511,0005.43%
CONSULTIVA WEALTH MANAGEMENT, CORP. 3,243$190,0004.43%
ATTICUS WEALTH MANAGEMENT, LLC 125,601$7,350,0003.70%
LFA - Lugano Financial Advisors SA 71,405$4,179,0003.24%
VALICENTI ADVISORY SERVICES INC 164,496$9,626,0003.12%
Lowe Wealth Advisors, LLC 97,107$5,683,0002.89%
MACRO Consulting Group 84,603$4,955,0002.87%
Mascoma Wealth Management LLC 82,509$4,828,0002.42%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 124,206$7,269,0002.07%
View complete list of ISHARES TR shareholders