Clearstead Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 405 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,614,242
+92.2%
17,942
+100.0%
0.05%
-7.8%
Q2 2023$840,045
+6.7%
8,9710.0%0.05%
-10.5%
Q1 2023$787,385
+6.6%
8,9710.0%0.06%
-1.7%
Q4 2022$738,493
+8.4%
8,9710.0%0.06%
-7.9%
Q3 2022$681,000
-5.7%
8,971
+0.3%
0.06%
+12.5%
Q2 2022$722,000
-16.6%
8,9460.0%0.06%
-5.1%
Q1 2022$866,000
-8.9%
8,9460.0%0.06%
-9.2%
Q4 2021$951,000
+9410.0%
8,946
+8846.0%
0.06%
+6400.0%
Q3 2021$10,0000.0%1000.0%0.00%0.0%
Q2 2021$10,000
+11.1%
1000.0%0.00%0.0%
Q1 2021$9,000
+12.5%
1000.0%0.00%0.0%
Q4 2020$8,000
+60.0%
100
+185.7%
0.00%0.0%
Q3 2020$5,0000.0%350.0%0.00%0.0%
Q2 2020$5,000
+25.0%
350.0%0.00%0.0%
Q1 2020$4,000350.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
AVALON CAPITAL MANAGEMENT 25,435$2,825,0002.52%
Highland Private Wealth Management 90,680$10,072,0002.02%
TOMPKINS FINANCIAL CORP 31,258$3,471,0000.80%
Patriot Wealth Management, Inc. 47,392$5,264,0000.75%
FundX Investment Group, LLC 9,722$1,080,0000.54%
Squar Milner Financial Services LLC 3,270$387,0000.47%
GOULD ASSET MANAGEMENT LLC /CA/ 9,685$1,076,0000.47%
PEOPLES BANK /OH 6,966$774,0000.44%
FLAGSHIP HARBOR ADVISORS, LLC 10,445$1,193,0000.34%
Accredited Investors Inc. 10,972$1,219,0000.34%
View complete list of ISHARES TR shareholders