Clearstead Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 205 filers reported holding ISHARES TR in Q1 2022. 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 2022
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 104,181$16,882,0009.40%
SPC Financial, Inc. 83,505$13,532,0002.48%
Destination Wealth Management 286,148$46,370,0002.36%
NIEMANN CAPITAL MANAGEMENT INC 12,797$2,074,0001.66%
LBMC INVESTMENT ADVISORS, LLC 65,801$10,663,0001.50%
HOLDERNESS INVESTMENTS CO 15,632$2,533,0001.09%
Field & Main Bank 7,225$1,171,0000.97%
First Citizens Financial Corp 5,718$927,0000.92%
F3Logic, LLC 25,782$4,177,0000.79%
Madden Advisory Services, Inc. 7,116$1,153,0000.75%
View complete list of ISHARES TR shareholders