Clearstead Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 224 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q2 2022
NameSharesValueWeighting ↓
Fulcrum Equity Management 31,570$4,897,0002.33%
Ameritas Investment Company, LLC 15,367$2,432,0001.15%
PLANNING DIRECTIONS INC 5,347$846,0000.86%
Stillwater Capital Advisors, LLC 20,417$3,231,0000.80%
BAROMETER CAPITAL MANAGEMENT INC. 26,800$4,241,0000.55%
NAVELLIER & ASSOCIATES INC 20,815$3,294,0000.51%
Shulman DeMeo Asset Management LLC 8,724$1,381,0000.51%
Osborn Williams & Donohoe LLC 28,717$4,545,0000.47%
FIFTH THIRD SECURITIES, INC. 9,227$1,460,0000.39%
BigSur Wealth Management LLC 3,420$544,0000.38%
View complete list of ISHARES TR shareholders