Clearstead Trust, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 578 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.39 and the average weighting 0.5%.

Quarter-by-quarter ownership
Clearstead Trust, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$164,900
-10.2%
3,4000.0%0.05%
-8.5%
Q2 2023$183,5320.0%3,4000.0%0.06%0.0%
Q1 2023$183,532
+102431.8%
3,4000.0%0.06%
-1.7%
Q4 2022$179
-99.9%
3,4000.0%0.06%
+7.1%
Q3 2022$160,000
-6.4%
3,4000.0%0.06%
-56.9%
Q2 2022$171,000
-36.9%
3,400
+122.2%
0.13%
-26.1%
Q1 2022$271,000
+5.0%
1,530
-60.9%
0.18%
+15.8%
Q4 2021$258,000
+4.9%
3,9120.0%0.15%
-2.6%
Q3 2021$246,000
+4.7%
3,912
+500.0%
0.16%
+2.0%
Q2 2021$235,000
+9.3%
6520.0%0.15%
-3.8%
Q1 2021$215,000
+0.9%
6520.0%0.16%
+25.2%
Q4 2020$213,000
+9.2%
6520.0%0.13%
-18.1%
Q3 2020$195,000
+12.7%
6520.0%0.16%
+6.2%
Q2 2020$173,000
+17.7%
6520.0%0.15%
+9.8%
Q1 2020$147,000
-14.5%
6520.0%0.13%
+5.6%
Q4 2019$172,000
+6.8%
6520.0%0.13%
+0.8%
Q3 2019$161,000
+2.5%
6520.0%0.12%0.0%
Q2 2019$157,000
-3.7%
652
-6.9%
0.12%
-8.1%
Q1 2019$163,000
-99.9%
700
-50.0%
0.14%
+4.6%
Q4 2018$140,007,0001,4000.13%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
CUMBERLAND ADVISORS INC 291,204$15,308,5946.63%
Hobart Private Capital, LLC 181,847$9,559,6976.47%
J Arnold Wealth Management Co 240,573$12,646,9366.24%
Hall Private Wealth Advisors 207,876$10,928,0416.21%
FinDec Wealth Services, Inc. 129,539$6,809,8435.63%
Safeguard Investment Advisory Group, LLC 130,804$6,877,4454.24%
OGOREK ANTHONY JOSEPH /NY/ /ADV 171,433$9,0123.92%
RPg Family Wealth Advisory, LLC 96,861$5,091,9833.49%
Flaharty Asset Management, LLC 344,242$18,096,8253.39%
Madden Advisory Services, Inc. 84,630$4,449,0213.33%
View complete list of ISHARES TR shareholders