Clearstead Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 385 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.25 and the average weighting 0.2%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$39,518
-1.4%
823
+0.6%
0.00%
-50.0%
Q1 2024$40,064
+11.6%
818
+0.5%
0.00%0.0%
Q4 2023$35,899
-52.8%
814
-49.3%
0.00%0.0%
Q3 2023$76,120
+121.4%
1,604
+100.0%
0.00%0.0%
Q2 2023$34,377
-1.5%
802
+0.5%
0.00%
-33.3%
Q1 2023$34,915
-5.1%
798
+0.9%
0.00%0.0%
Q4 2022$36,789
+18.7%
791
+0.8%
0.00%0.0%
Q3 2022$31,000
+3.3%
785
+1.2%
0.00%
+50.0%
Q2 2022$30,000
+1400.0%
776
+1452.0%
0.00%
Q1 2022$2,0000.0%500.0%0.00%
Q4 2021$2,000
+100.0%
500.0%0.00%
Q3 2021$1,000
-50.0%
50
-26.5%
0.00%
Q2 2021$2,0000.0%680.0%0.00%
Q1 2021$2,000
+100.0%
68
+36.0%
0.00%
Q4 2020$1,0000.0%500.0%0.00%
Q3 2020$1,0000.0%500.0%0.00%
Q2 2020$1,0000.0%500.0%0.00%
Q1 2020$1,000500.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Transamerica Financial Advisors, Inc. 2,134,808$93,078,0006.49%
Prospera Financial Services Inc 450,898$19,659,0004.38%
F-Squared Investment Management, LLC 2,546,851$111,043,0004.20%
AMG National Trust Bank 743,464$32,415,0003.10%
Ken Stern & Associates, Inc. 91,323$3,982,0002.99%
RiverFront Investment Group, LLC 1,295,635$56,489,0001.59%
Stillwater Capital Advisors, LLC 83,469$3,639,0001.11%
Starfire Investment Advisers, Inc. 56,572$2,466,594,0000.81%
Hilltop Holdings Inc. 70,631$3,080,0000.79%
Risk Paradigm Group, LLC 15,791$688,487,0000.67%
View complete list of ISHARES TR shareholders