Clearstead Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is EXI and the CUSIP is 464288729. A total of 59 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$45,204
+88.0%
400
+100.0%
0.00%0.0%
Q2 2023$24,050
+5.3%
2000.0%0.00%
-50.0%
Q1 2023$22,830
+7.2%
2000.0%0.00%0.0%
Q4 2022$21,2982000.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
PGIM Custom Harvest LLC 46,343$4,946,0001.63%
Wharton Business Group, LLC 174,305$18,604,0001.52%
Hernani Holdings LLC 47,150$5,032,0000.96%
MIRABELLA FINANCIAL SERVICES LLP 61,000$6,511,0000.81%
Sunflower Bank, N.A. 35,222$3,759,0000.65%
Wealth Management Partners, LLC 6,748$721,0000.56%
Slow Capital, Inc. 19,093$2,038,0000.49%
SENTINEL TRUST CO LBA 18,800$2,007,0000.35%
KCS Wealth Advisory 3,442$367,0000.24%
NTV ASSET MANAGEMENT LLC 10,000$1,067,0000.22%
View complete list of ISHARES TR shareholders