Clearstead Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 662 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.00 and the average weighting 0.4%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,556,862
+112.0%
49,236
+120.1%
0.10%
+1.0%
Q2 2023$1,677,628
+8.7%
22,368
+3.6%
0.10%
-8.9%
Q1 2023$1,544,003
-4.6%
21,591
-8.9%
0.11%
-11.8%
Q4 2022$1,618,550
+7.3%
23,698
-1.0%
0.13%
-8.6%
Q3 2022$1,508,000
-1.2%
23,934
-0.1%
0.14%
+16.8%
Q2 2022$1,526,000
-20.5%
23,949
-3.6%
0.12%
-8.5%
Q1 2022$1,919,000
-10.7%
24,837
-1.4%
0.13%
-11.0%
Q4 2021$2,148,000
+5.1%
25,198
-2.3%
0.15%
-3.9%
Q3 2021$2,043,000
+32.1%
25,801
+35.0%
0.15%
+27.7%
Q2 2021$1,546,000
+3.3%
19,106
+0.0%
0.12%
-4.8%
Q1 2021$1,497,000
+16.5%
19,100
+7.3%
0.12%
+6.8%
Q4 2020$1,285,000
+19.3%
17,798
+295.2%
0.12%
+1.7%
Q3 2020$1,077,000
+8.9%
4,503
+2.0%
0.12%
+0.9%
Q2 2020$989,000
+22.4%
4,414
-2.6%
0.11%
-3.4%
Q1 2020$808,000
-28.2%
4,530
-4.2%
0.12%
-13.9%
Q4 2019$1,126,000
+6.4%
4,729
+0.1%
0.14%
-3.5%
Q3 2019$1,058,000
-14.6%
4,725
-13.7%
0.14%
-13.9%
Q2 2019$1,239,000
+13.8%
5,475
+10.1%
0.16%
+10.0%
Q1 2019$1,089,000
+11.5%
4,972
-2.7%
0.15%
-1.3%
Q4 2018$977,000
-20.2%
5,109
-2.8%
0.15%
-9.5%
Q3 2018$1,224,000
+3.6%
5,256
+0.1%
0.17%0.0%
Q2 2018$1,181,000
+3.0%
5,2530.0%0.17%
+1.2%
Q1 2018$1,147,000
-43.4%
5,253
-44.0%
0.17%
-39.4%
Q4 2017$2,025,000
+10.3%
9,381
+3.4%
0.27%
+14.6%
Q3 2017$1,836,000
-1.9%
9,074
-4.7%
0.24%
-12.5%
Q2 2017$1,872,000
+1.8%
9,522
-1.1%
0.27%
+2.2%
Q1 2017$1,839,000
+4.9%
9,632
+0.1%
0.27%
-6.0%
Q4 2016$1,753,0009,6210.28%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 2,441,600$183,12013.26%
Broadview Financial Management, LLC 109,879$8,240,9267.04%
Main Management LLC 833,605$62,5206.35%
Sterling Financial Planning, Inc. 159,307$11,948,0545.92%
Corundum Trust Company, INC 27,292$2,046,9005.60%
Hudson Capital Management LLC 178,571$13,392,8145.15%
Pensionmark Financial Group, LLC 353,480$26,510,9795.13%
Smith Anglin Financial, LLC 529,580$39,718,5294.82%
JSF Financial, LLC 179,477$13,460,7604.76%
Willis Johnson & Associates, Inc. 564,418$42,331,3304.51%
View complete list of ISHARES TR shareholders