Clearstead Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 377 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.92 and the average weighting 0.3%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$42,136
+161.4%
2,882
+229.0%
0.00%0.0%
Q2 2023$16,119
-7.0%
8760.0%0.00%0.0%
Q1 2023$17,328
-0.4%
8760.0%0.00%0.0%
Q4 2022$17,389
+479.6%
876
+521.3%
0.00%
Q3 2022$3,000
-40.0%
141
-44.9%
0.00%
Q2 2022$5,000
-16.7%
2560.0%0.00%
Q1 2022$6,000
+20.0%
2560.0%0.00%
Q4 2021$5,000
-93.3%
256
-92.6%
0.00%
-100.0%
Q3 2021$75,000
+2400.0%
3,476
+2365.2%
0.01%
Q2 2021$3,0000.0%1410.0%0.00%
Q1 2021$3,000
-25.0%
1410.0%0.00%
Q4 2020$4,0001410.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Windmill Hill Asset Management Ltd 4,546,463$84,064,00030.81%
Arlington Financial Advisors, LLC 1,154,375$21,344,00010.94%
ELEMENT POINTE ADVISORS, LLC 530,165$9,802,0004.37%
RETIREMENT CAPITAL STRATEGIES 461,817$9,033,0004.17%
Autonomy Capital (Jersey) L.P. 408,900$7,561,0004.03%
B & T Capital Management DBA Alpha Capital Management 501,748$9,277,0002.68%
Summit Place Financial Advisors, LLC 140,855$2,604,0002.61%
Providence First Trust Co 103,655$1,917,0001.88%
Elmwood Wealth Management, Inc. 119,791$1,500,0001.22%
Coastal Bridge Advisors, LLC 192,723$3,563,0001.09%
View complete list of ISHARES TR shareholders