Clearstead Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 150 filers reported holding ISHARES TR in Q1 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
Q1 2022$43,000
-70.3%
381
-69.1%
0.00%
-70.0%
Q4 2021$145,000
-25.3%
1,234
-24.6%
0.01%
-28.6%
Q3 2021$194,000
+361.9%
1,636
+362.1%
0.01%
+366.7%
Q2 2021$42,0003540.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Tri-Star Advisors Inc. 3,018$326,6384.78%
Capstone Triton Financial Group, LLC 27,558$2,982,5722.24%
Beaumont Capital Management, LLC 27,911$3,020,8082.10%
SIGNET FINANCIAL MANAGEMENT, LLC 99,464$10,764,9441.81%
Measured Wealth Private Client Group, LLC 31,856$3,447,7611.33%
RKL Wealth Management LLC 95,728$10,360,6381.31%
Jaffetilchin Investment Partners, LLC 104,447$11,304,2761.28%
Renasant Bank 13,588$1,470,6291.14%
Executive Wealth Management, LLC 74,405$8,052,8860.89%
CVA Family Office, LLC 28,672$3,103,1710.69%
View complete list of ISHARES TR shareholders