Clearstead Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 284 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,340,158
+91.0%
49,780
+100.0%
0.07%
-8.1%
Q2 2023$1,225,086
+0.9%
24,8900.0%0.07%
-15.9%
Q1 2023$1,213,886
+7.2%
24,8900.0%0.09%
-1.1%
Q4 2022$1,132,495
-19.6%
24,890
-29.3%
0.09%
-31.5%
Q3 2022$1,409,000
+13.5%
35,222
+27.7%
0.13%
+34.0%
Q2 2022$1,241,000
-13.7%
27,575
+0.2%
0.10%
-1.0%
Q1 2022$1,438,000
-6.0%
27,5150.0%0.10%
-5.8%
Q4 2021$1,530,000
+0.3%
27,5150.0%0.10%
-8.8%
Q3 2021$1,525,000
-3.6%
27,5150.0%0.11%
-6.6%
Q2 2021$1,582,000
-3.8%
27,515
-7.6%
0.12%
-10.9%
Q1 2021$1,644,000
-35.6%
29,790
-38.1%
0.14%
-40.9%
Q4 2020$2,551,000
+137.7%
48,090
+106.0%
0.23%
+101.7%
Q3 2020$1,073,000
+6.3%
23,3400.0%0.12%
-1.7%
Q2 2020$1,009,000
+14.8%
23,3400.0%0.12%
-8.6%
Q1 2020$879,000
-23.3%
23,3400.0%0.13%
-7.9%
Q4 2019$1,146,000
-42.4%
23,340
-46.0%
0.14%
-47.7%
Q3 2019$1,991,000
-1.5%
43,2400.0%0.27%
-1.1%
Q2 2019$2,022,000
+1.2%
43,240
+0.1%
0.27%
-2.5%
Q1 2019$1,998,000
+10.3%
43,1870.0%0.28%
-2.1%
Q4 2018$1,812,00043,1870.28%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Johnson Financial Group, Inc. 2,273,797$103,457,7888.20%
Sageworth Trust Co of South Dakota 79,820$3,6328.16%
GERMAN AMERICAN BANCORP, INC. 1,033,002$47,001,5907.44%
TLWM 418,398$19,037,2846.90%
Mader & Shannon Wealth Management, Inc. 225,152$10,244,0006.78%
Sageworth Trust Co 1,858,616$84,5676.72%
Dentgroup LLC 129,424$5,888,7995.08%
CMH Wealth Management LLC 229,683$10,450,5763.35%
Legacy Private Trust Co. 762,034$34,672,5473.13%
VERITY Wealth Advisors 56,696$2,579,6702.53%
View complete list of ISHARES TR shareholders