Clearstead Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 308 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.49 and the average weighting 0.1%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$65,702
+81.7%
620
+100.0%
0.00%0.0%
Q2 2023$36,168
+36.6%
310
+34.8%
0.00%0.0%
Q1 2023$26,469
+2.9%
2300.0%0.00%0.0%
Q4 2022$25,728
+22.5%
2300.0%0.00%0.0%
Q3 2022$21,000
-8.7%
2300.0%0.00%0.0%
Q2 2022$23,000
-8.0%
2300.0%0.00%0.0%
Q1 2022$25,000
+4.2%
2300.0%0.00%0.0%
Q4 2021$24,0000.0%2300.0%0.00%0.0%
Q3 2021$24,000
-4.0%
2300.0%0.00%0.0%
Q2 2021$25,000
+4.2%
2300.0%0.00%0.0%
Q1 2021$24,000
+4.3%
230
-5.7%
0.00%0.0%
Q4 2020$23,000
+27.8%
244
+112.2%
0.00%0.0%
Q3 2020$18,000
+20.0%
115
+27.8%
0.00%0.0%
Q2 2020$15,000
+200.0%
90
+143.2%
0.00%
+100.0%
Q1 2020$5,000370.00%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Turim 21 Investimentos Ltda. 114,246$11,330,0009.82%
Migdal Insurance & Financial Holdings Ltd. 1,359,543$134,826,0003.00%
HERBST GROUP, LLC 36,696$3,679,0002.91%
MRA Advisory Group 28,857$2,862,0002.50%
PARAGON FINANCIAL PARTNERS, INC. 23,780$2,358,0002.42%
Bluesphere Advisors, LLC 14,100$1,398,0001.36%
Richard Bernstein Advisors LLC 605,236$60,022,0001.30%
ASB Consultores, LLC 29,175$2,8931.26%
INTERACTIVE FINANCIAL ADVISORS, INC. 24,779$2,461,0001.24%
BCK CAPITAL MANAGEMENT LP 15,771$1,564,0001.21%
View complete list of ISHARES TR shareholders