Clearstead Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 527 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.68 and the average weighting 0.3%.

Quarter-by-quarter ownership
Clearstead Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$66,252
-34.6%
1,366
-23.8%
0.00%
-66.7%
Q2 2023$101,233
-34.2%
1,793
-37.1%
0.01%
-45.5%
Q1 2023$153,829
+8.9%
2,850
+6.1%
0.01%0.0%
Q4 2022$141,272
+8.7%
2,687
-2.1%
0.01%
-8.3%
Q3 2022$130,000
-5.8%
2,746
+0.1%
0.01%
+9.1%
Q2 2022$138,000
-60.3%
2,743
-52.0%
0.01%
-54.2%
Q1 2022$348,000
+13.4%
5,716
+22.6%
0.02%
+14.3%
Q4 2021$307,000
+4.8%
4,664
+0.1%
0.02%
-4.5%
Q3 2021$293,000
+61.0%
4,660
+822.8%
0.02%
+57.1%
Q2 2021$182,000
+9.0%
505
+0.2%
0.01%0.0%
Q1 2021$167,000
+1.2%
5040.0%0.01%
-6.7%
Q4 2020$165,000
+9.3%
5040.0%0.02%
-6.2%
Q3 2020$151,0005040.02%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
J Arnold Wealth Management Co 510,084$24,739,43610.01%
CUMBERLAND ADVISORS INC 267,629$12,980,0065.76%
FinDec Wealth Services, Inc. 129,114$6,262,0264.52%
Concorde Asset Management, LLC 86,834$4,211,4513.79%
Hall Private Wealth Advisors 111,453$5,405,4713.63%
Hamilton Wealth, LLC 181,802$8,817,3973.16%
Flaharty Asset Management, LLC 376,497$18,260,2683.06%
Somerset Group LLC 65,292$3,166,6622.98%
Stelac Advisory Services LLC 105,891$5,135,7142.80%
SFI Advisors, LLC 58,646$2,844,3312.78%
View complete list of ISHARES TR shareholders