Clearstead Trust, LLC - ISHARES TR ownership

ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 384 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 1.55 and the average weighting 0.5%.

Quarter-by-quarter ownership
Clearstead Trust, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,167
-11.1%
220.0%0.00%0.0%
Q2 2023$2,437
-3.3%
220.0%0.00%0.0%
Q1 2023$2,520
+125900.0%
220.0%0.00%0.0%
Q4 2022$2220.00%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 566,562$79,409,0006.20%
Richard Bernstein Advisors LLC 895,731$125,545,0002.87%
Krilogy Financial LLC 142,151$19,924,0002.10%
Avalon Advisory Group 18,984$2,661,0001.30%
Ballew Advisors, Inc 22,678$3,212,0001.18%
Keel Point, LLC 66,109$9,266,0000.90%
Eudaimonia Partners, LLC 23,291$3,264,0000.68%
Rain Capital Management, LLC 5,795$812,0000.65%
PATRON PARTNERS, LLC 5,325$746,0000.63%
RiverFront Investment Group, LLC 184,077$25,800,0000.54%
View complete list of ISHARES TR shareholders