Clearstead Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 199 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.1%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$94,5679450.01%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 49,765$7,242,0004.28%
Savant Capital, LLC 119,998$17,462,0003.14%
Mutual Advisors, LLC 73,325$10,670,0001.62%
Watermark Asset Management, Inc. 26,430$3,846,0001.59%
First Heartland Consultants, Inc. 25,144$3,659,0001.14%
Asset Advisors Investment Management, LLC 43,289$6,299,0001.04%
Wealth & Pension Services Group, Inc. 5,358$780,0000.78%
IBEX WEALTH ADVISORS 13,549$1,977,0000.71%
Mathes Company, Inc. 10,205$1,485,0000.69%
GenWealth Group, Inc. 10,136$1,477,0000.68%
View complete list of ISHARES TR shareholders