Clearstead Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 188 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$24,828
+80.0%
338
+100.0%
0.00%0.0%
Q2 2023$13,792
-1.8%
169
+0.6%
0.00%0.0%
Q1 2023$14,050
-2.6%
168
+0.6%
0.00%0.0%
Q4 2022$14,431
+11.0%
167
+0.6%
0.00%0.0%
Q3 2022$13,000
-7.1%
166
+0.6%
0.00%0.0%
Q2 2022$14,000
-6.7%
165
+0.6%
0.00%0.0%
Q1 2022$15,000
+7.1%
164
+0.6%
0.00%0.0%
Q4 2021$14,000
+7.7%
163
+0.6%
0.00%0.0%
Q3 2021$13,0000.0%162
+0.6%
0.00%0.0%
Q2 2021$13,0000.0%161
+0.6%
0.00%0.0%
Q1 2021$13,000
+8.3%
160
+0.6%
0.00%0.0%
Q4 2020$12,000
+9.1%
159
+101.3%
0.00%0.0%
Q3 2020$11,0000.0%79
+1.3%
0.00%0.0%
Q2 2020$11,0000.0%780.0%0.00%
-50.0%
Q1 2020$11,000780.00%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Destination Wealth Management 618,046$51,736,6121.96%
BOS Asset Management, LLC 26,379$2,208,1861.84%
San Luis Wealth Advisors LLC 40,790$3,4151.31%
LBMC INVESTMENT ADVISORS, LLC 127,047$10,635,0661.08%
Essex LLC 32,093$2,777,3280.84%
TAP Consulting, LLC 33,574$2,810,4740.69%
COUNTRY CLUB BANK /GFN 85,692$7,115,0060.58%
HOLDERNESS INVESTMENTS CO 17,086$1,430,2730.57%
Family Firm, Inc. 22,524$1,885,5220.52%
COTTONWOOD CAPITAL ADVISORS, LLC 6,607$553,0350.51%
View complete list of ISHARES TR shareholders