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 Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

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 Q1 2021
NameSharesValueWeighting ↓
PEAVINE CAPITAL, LLC 1,887,881$208,139,00040.60%
Cornerstone Retirement Group, Inc. 1,827,938$201,465,00037.83%
Divergent Wealth Advisors 697,638$76,915,00015.95%
Titan Capital Management, LLC /TX 143,194$15,787,00015.87%
Milliman Financial Risk Management LLC 9,597,047$1,058,074,00013.75%
AGILIS PARTNERS LLC 175,749$19,376,0009.69%
Reliant Wealth Planning 159,554$17,591,0008.70%
Estate Counselors, LLC 579,530$63,893,0008.31%
AFFINIA FINANCIAL GROUP, LLC 93,744$10,332,0007.91%
QUATTRO FINANCIAL ADVISORS LLC 190,873$21,044,0007.09%
View complete list of ISHARES TR shareholders