Clearstead Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 224 filers reported holding ISHARES TR in Q2 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
Q2 2024$15,233
-3.0%
173
+0.6%
0.00%
-100.0%
Q1 2024$15,698
+14.5%
1720.0%0.00%0.0%
Q4 2023$13,711
-44.8%
172
-49.1%
0.00%0.0%
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 Q2 2022
NameSharesValueWeighting ↓
Destination Wealth Management 624,565$51,058,1631.90%
BOS Asset Management, LLC 25,808$2,109,8041.64%
First Citizens Financial Corp 22,212$1,815,8321.23%
San Luis Wealth Advisors LLC 41,232$3,3711.19%
LBMC INVESTMENT ADVISORS, LLC 123,300$10,079,7520.99%
Essex LLC 58,552$4,786,6260.67%
TAP Consulting, LLC 33,198$2,713,9340.67%
COUNTRY CLUB BANK 80,834$6,531,3870.52%
HOLDERNESS INVESTMENTS CO 17,000$1,389,7870.51%
Family Firm, Inc. 23,002$1,880,4190.50%
View complete list of ISHARES TR shareholders