Clearstead Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 404 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.41 and the average weighting 0.5%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,807,996
+97.3%
5,298
+100.0%
0.05%
-7.1%
Q2 2023$916,316
+14.6%
2,649
+0.9%
0.06%
-3.4%
Q1 2023$799,838
+19.1%
2,6250.0%0.06%
+9.4%
Q4 2022$671,606
+63.8%
2,625
+60.2%
0.05%
+39.5%
Q3 2022$410,000
-7.2%
1,6390.0%0.04%
+11.8%
Q2 2022$442,000
+439.0%
1,639
+585.8%
0.03%
+466.7%
Q1 2022$82,000
-13.7%
2390.0%0.01%0.0%
Q4 2021$95,0000.0%2390.0%0.01%
-14.3%
Q3 2021$95,000
+2.2%
2390.0%0.01%0.0%
Q2 2021$93,000
+13.4%
2390.0%0.01%0.0%
Q1 2021$82,000
-3.5%
2390.0%0.01%
-12.5%
Q4 2020$85,000
+14.9%
2390.0%0.01%0.0%
Q3 2020$74,000
+8.8%
2390.0%0.01%0.0%
Q2 2020$68,000
+36.0%
2390.0%0.01%
+14.3%
Q1 2020$50,0002390.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Financial Advantage, Inc. 18,485$6,308,1919.68%
Chicago Wealth Management, Inc. 23,835$8,133,9326.41%
Migdal Insurance & Financial Holdings Ltd. 670,289$228,7434.89%
SFI Advisors, LLC 13,095$4,468,6294.37%
Altus Wealth Management, LLC 18,178$6,203,4424.31%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 143,500$48,9714.20%
Main Management ETF Advisors, LLC 159,525$54,4403.87%
CPR Investments Inc. 8,759$2,989,0963.21%
MinichMacGregor Wealth Management, LLC 27,023$9,221,9023.05%
SP Asset Management LLC 78,600$26,822,9363.01%
View complete list of ISHARES TR shareholders