Clearstead Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 452 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,081,172
+125.1%
9,788
+125.1%
0.03%
+6.9%
Q2 2023$480,345
-53.7%
4,349
-53.6%
0.03%
-61.3%
Q1 2023$1,036,490
+3.3%
9,380
+2.8%
0.08%
-5.1%
Q4 2022$1,003,138
+11046.0%
9,126
+10636.5%
0.08%
+7800.0%
Q1 2022$9,000
-89.2%
85
-88.7%
0.00%
-83.3%
Q4 2021$83,000
-8.8%
755
-7.9%
0.01%
-14.3%
Q3 2021$91,000
-9.0%
820
-9.0%
0.01%
-12.5%
Q2 2021$100,0000.0%9010.0%0.01%0.0%
Q1 2021$100,0000.0%9010.0%0.01%
-11.1%
Q4 2020$100,000
-24.8%
901
-24.8%
0.01%
-35.7%
Q3 2020$133,000
-22.7%
1,198
-23.1%
0.01%
-30.0%
Q2 2020$172,0000.0%1,557
+0.3%
0.02%
-20.0%
Q1 2020$172,0001,5530.02%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Marks Wealth, LLC 71,534$7,904,50770.88%
ACUTE INVESTMENT ADVISORY, LLC 751,003$82,985,83454.36%
Gateway Advisory, LLC 1,698,780$187,71541.80%
LaSalle St. Investment Advisors, LLC 738,904$81,64836.07%
PEAVINE CAPITAL, LLC 1,227,795$135,671,35731.32%
Cornerstone Retirement Group, Inc. 846,569$93,545,91127.44%
Estate Counselors, LLC 1,187,945$131,267,92317.35%
AFFINIA FINANCIAL GROUP, LLC 201,113$22,198,74116.43%
Crane Advisory, LLC 432,798$47,703,02016.21%
Allred Capital Management, LLC 274,859$30,371,87616.09%
View complete list of ISHARES TR shareholders