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 235,414$12,202,0007.22%
Long Run Wealth Advisors, LLC 264,803$13,719,0004.79%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 183,348$9,503,0002.35%
Curi Wealth Management, LLC 248,562$12,883,0002.23%
KCS Wealth Advisory 71,167$3,689,0001.71%
VALICENTI ADVISORY SERVICES INC 112,596$5,836,0001.53%
LFA - Lugano Financial Advisors SA 42,171$2,187,0001.46%
Astoria Portfolio Advisors LLC. 32,135$1,666,0001.30%
Lowe Wealth Advisors, LLC 54,376$2,818,0001.28%
Portland Global Advisors LLC 125,793$6,520,0001.12%
View complete list of ISHARES TR shareholders