Clearstead Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBB and the CUSIP is 464287556. A total of 667 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 1.96 and the average weighting 0.3%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$272,708
+184.5%
2,230
+195.4%
0.01%
+33.3%
Q2 2023$95,855
-1.7%
7550.0%0.01%
-14.3%
Q1 2023$97,516
-1.6%
7550.0%0.01%
-12.5%
Q4 2022$99,124
+30.4%
755
+16.2%
0.01%
+14.3%
Q3 2022$76,000
+49.0%
650
+49.4%
0.01%
+75.0%
Q2 2022$51,000
-38.6%
435
-31.5%
0.00%
-33.3%
Q1 2022$83,000
-14.4%
6350.0%0.01%
-14.3%
Q4 2021$97,000
+38.6%
635
+46.0%
0.01%
+40.0%
Q3 2021$70,000
-1.4%
4350.0%0.01%0.0%
Q2 2021$71,000
+9.2%
4350.0%0.01%0.0%
Q1 2021$65,000
-1.5%
4350.0%0.01%
-16.7%
Q4 2020$66,000
+6.5%
435
-4.8%
0.01%
-14.3%
Q3 2020$62,0000.0%4570.0%0.01%0.0%
Q2 2020$62,000
+31.9%
457
+5.1%
0.01%0.0%
Q1 2020$47,0004350.01%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Atom Investors LP 78,501$10,139,1895.52%
Bronte Capital Management Pty Ltd. 302,076$39,016,1364.53%
Michelson Medical Research Foundation, Inc. 43,395$5,604,8984.40%
Hackensack Meridian Health, Inc. 228,000$29,448,4804.26%
DAFNA Capital Management LLC 102,500$13,238,9003.97%
Richmond Brothers, Inc. 16,724$2,159,8563.64%
Alpha Family Trust 34,549$4,462,3493.53%
HANSEATIC MANAGEMENT SERVICES INC 11,897$1,5373.46%
PURSUE WEALTH PARTNERS LLC 37,789$4,880,8273.33%
Rye Brook Capital LLC 40,100$5,1793.17%
View complete list of ISHARES TR shareholders