Clearstead Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 236 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.46 and the average weighting 0.3%.

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 Q1 2022
NameSharesValueWeighting ↓
Column Capital Advisors, LLC 1,622,507$55,892,6228.22%
Heartland Bank & Trust Co 146,212$6,329,5185.00%
Forefront Analytics, LLC 145,421$6,295,1383.57%
Independent Order of Foresters 82,790$3,583,9792.56%
Waldron Private Wealth LLC 710,307$30,7491.60%
FSM Wealth Advisors, LLC 72,426$3,135,3371.58%
Stelac Advisory Services LLC 51,927$2,254,7191.23%
FORTE ASSET MANAGEMENT LLC 40,643$1,759,4221.18%
Money Design Co.,Ltd. 444,719$19,2521.17%
Beta Wealth Group, Inc. 42,808$1,853,1451.10%
View complete list of ISHARES TR shareholders