Clearstead Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 474 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 7.24 and the average weighting 0.4%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$341,892
+87.7%
3,832
+100.0%
0.01%
-9.1%
Q2 2023$182,193
+1.6%
1,9160.0%0.01%
-15.4%
Q1 2023$179,319
+2.5%
1,9160.0%0.01%
-7.1%
Q4 2022$174,950
-0.6%
1,916
-10.1%
0.01%
-12.5%
Q3 2022$176,000
+2.9%
2,131
+11.2%
0.02%
+23.1%
Q2 2022$171,000
-12.8%
1,9160.0%0.01%0.0%
Q1 2022$196,000
-2.0%
1,9160.0%0.01%
-7.1%
Q4 2021$200,000
+3.6%
1,9160.0%0.01%0.0%
Q3 2021$193,000
-4.5%
1,9160.0%0.01%
-12.5%
Q2 2021$202,000
+4.7%
1,9160.0%0.02%0.0%
Q1 2021$193,000
+23.7%
1,9160.0%0.02%
+14.3%
Q4 2020$156,000
+20.0%
1,916
+80.9%
0.01%0.0%
Q3 2020$130,000
+2.4%
1,0590.0%0.01%
-6.7%
Q2 2020$127,000
+18.7%
1,059
-1.4%
0.02%
-6.2%
Q1 2020$107,000
-47.3%
1,074
-26.0%
0.02%
-51.5%
Q4 2016$203,0001,4520.03%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,206,522$126,070,00015.26%
RGT Wealth Advisors, LLC 872,930$91,212,00013.92%
Palisades Hudson Asset Management, L.P. 306,344$32,010,00013.66%
Kaydan Wealth Management, Inc. 205,215$21,442,9528.12%
Probity Advisors, Inc. 279,882$29,245,0005.78%
Forbes Financial Planning, Inc. 54,532$5,700,0005.62%
Sterling Financial Planning, Inc. 83,623$8,738,0005.46%
Stone Asset Management Inc. 78,769$8,231,0004.85%
ETFIDEA, LLC 113,210$11,829,3134.75%
SOUNDMARK WEALTH MANAGEMENT, LLC 56,659$5,920,0004.05%
View complete list of ISHARES TR shareholders