Clearstead Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 258 filers reported holding ISHARES TR in Q3 2023. 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
Q3 2023$3,487,444
+136.3%
80,560
+156.3%
0.10%
+13.5%
Q2 2023$1,475,874
+0.4%
31,435
+2.0%
0.09%
-16.8%
Q1 2023$1,469,971
-5.7%
30,817
-9.4%
0.11%
-12.3%
Q4 2022$1,559,385
+547.0%
34,018
+491.6%
0.12%
+454.5%
Q3 2022$241,000
+947.8%
5,750
+1050.0%
0.02%
+1000.0%
Q2 2022$23,000
-8.0%
5000.0%0.00%0.0%
Q1 2022$25,000
+4.2%
5000.0%0.00%0.0%
Q4 2021$24,000
+4.3%
5000.0%0.00%0.0%
Q3 2021$23,0000.0%5000.0%0.00%0.0%
Q2 2021$23,0000.0%5000.0%0.00%0.0%
Q1 2021$23,000
+4.5%
5000.0%0.00%0.0%
Q4 2020$22,000
+15.8%
5000.0%0.00%0.0%
Q3 2020$19,0005000.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Column Capital Advisors, LLC 1,438,717$62,096,00011.38%
Forefront Analytics, LLC 306,728$15,602,0005.79%
SVB Investment Services Inc. 118,424$6,023,0003.74%
Independent Order of Foresters 87,944$4,473,0002.62%
HANCOCK WHITNEY INVESTMENT SERVICES INC. 88,541$4,503,0002.60%
Joseph Group Capital Management 44,232$2,250,0002.27%
BG Investment Services, Inc. 44,859$2,282,0002.23%
FIRST QUADRANT LLC/CA 6,859$349,0001.94%
Aaron Wealth Advisors LLC 6,094,452$119,828,0001.66%
CAPITAL INSIGHT PARTNERS, LLC 138,088$7,023,0001.43%
View complete list of ISHARES TR shareholders