Clearstead Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 214 filers reported holding ISHARES TR in Q3 2021. 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 2021
NameSharesValueWeighting ↓
Column Capital Advisors, LLC 1,412,847$59,282,9538.33%
Heartland Bank & Trust Co 130,920$6,146,6944.80%
Forefront Analytics, LLC 151,016$7,090,0464.04%
Independent Order of Foresters 82,790$3,886,9912.67%
Waldron Private Wealth LLC 756,459$35,5151.77%
FORTE ASSET MANAGEMENT LLC 50,450$2,368,6131.54%
FSM Wealth Advisors, LLC 57,815$2,717,3221.36%
Beta Wealth Group, Inc. 43,797$2,056,2631.19%
Money Design Co.,Ltd. 416,580$19,5581.16%
Israel Discount Bank of New York 27,439$1,288,2611.02%
View complete list of ISHARES TR shareholders