Clearstead Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 258 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.2%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,484,452
+90.3%
14,714
+100.0%
0.04%
-8.5%
Q2 2023$780,113
+1.8%
7,357
-3.8%
0.05%
-16.1%
Q1 2023$766,256
+4.0%
7,650
+0.1%
0.06%
-3.4%
Q4 2022$737,125
+91.5%
7,642
+66.1%
0.06%
+65.7%
Q3 2022$385,000
-4.9%
4,6000.0%0.04%
+9.4%
Q2 2022$405,000
-16.5%
4,6000.0%0.03%
-3.0%
Q1 2022$485,000
-6.6%
4,6000.0%0.03%
-5.7%
Q4 2021$519,000
+1.0%
4,600
-4.2%
0.04%
-7.9%
Q3 2021$514,000
-3.6%
4,8000.0%0.04%
-7.3%
Q2 2021$533,000
+5.1%
4,8000.0%0.04%
-2.4%
Q1 2021$507,000
+8.8%
4,8000.0%0.04%0.0%
Q4 2020$466,000
+16.2%
4,800
+100.0%
0.04%
-2.3%
Q3 2020$401,000
+10.8%
2,4000.0%0.04%
+2.4%
Q2 2020$362,000
+21.5%
2,4000.0%0.04%
-2.3%
Q1 2020$298,000
-30.2%
2,400
-5.9%
0.04%
-17.3%
Q4 2019$427,0002,5500.05%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
New Millennium Group LLC 34,391$3,444,6793.46%
MAGNOLIA CAPITAL MANAGEMENT LTD 22,010$2,2052.07%
Modus Advisors, LLC 43,405$4,347,4082.00%
EUDAIMONIA ADVISORS LLC 23,469$2,350,6131.58%
SOUTHERN CAPITAL ADVISORS, LLC 17,716$1,774,4341.31%
Rainsberger Wealth Advisors, Inc. 19,421$1,945,1681.15%
PLANNING DIRECTIONS INC 11,557$1,1580.86%
WEALTH ADVISORS, INC. 16,961$1,673,3210.80%
Frank, Rimerman Advisors LLC 25,616$2,565,6990.71%
Bray Capital Advisors 20,824$2,085,7320.61%
View complete list of ISHARES TR shareholders