Clearstead Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 416 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.18 and the average weighting 0.2%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,250,696
+137.9%
49,240
+146.6%
0.04%
+12.5%
Q2 2023$525,732
+9.5%
19,967
+14.3%
0.03%
-8.6%
Q1 2023$480,168
+11925.2%
17,467
+11782.3%
0.04%
Q4 2022$3,993
+299.3%
147
+212.8%
0.00%
Q3 2022$1,000470.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Eagle Bluffs Wealth Management LLC 348,672$9,033,4916.94%
FORTE ASSET MANAGEMENT LLC 335,587$8,694,5385.84%
COWA, LLC 305,044$7,749,5575.23%
Gunma Bank,Ltd. 246,000$6,2484.55%
Johnson & White Wealth Management, LLC 181,695$4,6154.17%
Fountainhead AM, LLC 470,482$11,950,2304.16%
Operose Advisors LLC 371,519$9,436,5783.74%
GDS Wealth Management 859,564$21,832,9263.43%
Kerntke Otto McGlone Wealth Management Group 127,836$3,247,0593.35%
Key Bridge Compliance, LLC 398,018$10,109,6453.16%
View complete list of ISHARES TR shareholders