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 ↓
New England Investment & Retirement Group, Inc. 90,523$13,129,0007.19%
Vontobel Swiss Wealth Advisors AG 30,364$4,404,0002.32%
GRIMES & COMPANY, INC. 138,045$20,021,0001.94%
Milestone Advisory Partners 15,114$2,192,0001.64%
NAVELLIER & ASSOCIATES INC 68,977$10,004,0001.52%
PLANNING DIRECTIONS INC 7,523$1,091,0001.07%
Stillwater Capital Advisors, LLC 26,325$3,818,0000.92%
BREITER CAPITAL MANAGEMENT INC 3,912$567,0000.77%
Risk Paradigm Group, LLC 3,379$490,056,0000.62%
Prospera Financial Services Inc 29,566$4,284,0000.60%
View complete list of ISHARES TR shareholders