Clearstead Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 481 filers reported holding ISHARES TR in Q1 2022. 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 2022
NameSharesValueWeighting ↓
LaSalle St. Investment Advisors, LLC 723,745$79,95239.10%
Gateway Advisory, LLC 1,654,317$182,752,44637.27%
GUIDANCE CAPITAL, INC 570,391$62,765,86228.11%
Mader & Shannon Wealth Management, Inc. 367,456$40,592,86426.68%
Client First Capital LLC 304,395$33,626,47324.34%
PEAVINE CAPITAL, LLC 742,800$82,057,08521.39%
Titan Capital Management, LLC /TX 134,732$14,883,84420.05%
Allred Capital Management, LLC 343,442$37,939,99618.90%
Cornerstone Retirement Group, Inc. 530,662$58,622,28016.76%
Divergent Wealth Advisors 643,895$71,131,11916.18%
View complete list of ISHARES TR shareholders