Clearstead Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 393 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.15 and the average weighting 0.4%.

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 Q1 2022
NameSharesValueWeighting ↓
Altus Wealth Management, LLC 49,697$19,836,00012.56%
Financial Advantage, Inc. 30,188$12,049,00010.46%
GPS Wealth Strategies Group, LLC 63,847$25,484,0006.31%
MinichMacGregor Wealth Management, LLC 42,066$16,790,0005.65%
Covenant Multifamily Offices, LLC 75,443$30,143,0005.41%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 15,093$6,024,0004.74%
Wellspring Financial Advisors, LLC 1,417,533$15,383,0004.63%
MCMILLION CAPITAL MANAGEMENT INC 18,287$7,299,0004.29%
SFMG, LLC 91,649$36,581,0004.06%
Silverleafe Capital Partners, LLC 21,770$8,689,0003.41%
View complete list of ISHARES TR shareholders