Clearstead Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 149 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 5.63 and the average weighting 0.2%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$21,000
-93.1%
1,243
-87.5%
0.00%
-91.9%
Q4 2019$306,000
+48.5%
9,915
+63.5%
0.04%
+23.3%
Q1 2018$206,000
-4.6%
6,0650.0%0.03%
+3.4%
Q4 2017$216,000
+4.9%
6,0650.0%0.03%
+7.4%
Q3 2017$206,000
+2.5%
6,0650.0%0.03%
-6.9%
Q1 2017$201,000
-4.7%
6,0650.0%0.03%
-14.7%
Q4 2016$211,0006,0650.03%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
TEXAS TREASURY SAFEKEEPING TRUST CO 251,342$11,018,00012.34%
Permanens Capital L.P. 92,400$4,051,0005.75%
Accuvest Global Advisors 224,850$9,857,0003.24%
CONNABLE OFFICE INC 212,005$9,294,0002.44%
SMITH CHAS P & ASSOCIATES PA CPAS 176,399$7,733,0001.54%
Foothills Asset Management, Ltd. 41,794$1,832,0001.49%
NewSquare Capital LLC 62,602$2,744,0000.98%
Kistler-Tiffany Companies, LLC 31,159$1,366,0000.91%
Madden Advisory Services, Inc. 39,412$1,728,0000.90%
Northeast Financial Consultants Inc 29,841$1,308,0000.72%
View complete list of ISHARES TR shareholders